# Christopher Morgan, LLC 401(k) Plan
Source: https://planprovider.pro/companies/christopher-morgan-llc-401k-plan

> Christopher Morgan, LLC's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Christopher Morgan, LLC

- **Sponsor EIN:** 391986515

- **Sponsor Address:** 16595 W. STRATTON DR., NEW BERLIN, WI, 531517301

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|73|$7.3M|$159,534|$271,805|

| 2023|72|$7.5M|$169,415|$295,296|

| 2022|143|$6.2M|$169,287|$312,527|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$36,103|—|$36,103|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$23,796|—|$23,796|

| BLUE CHIP RETIREMENT PLANS, INC.|CONTRACT ADMIN|$4,705|$7,283|$11,988|

| LUCIDA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUCIDA LLC](https://planprovider.pro/provider/lucida-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $71,887

- **Estimated Expense Ratio:** 0.987% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$65,398|$37,156|$4,662|—|—|

| 2023|$55,414|$32,791|$3,243|—|—|

| 2022|—|—|—|—|—|

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