# Fph Morrie'S LLC 401(k) Plan
Source: https://planprovider.pro/companies/fph-morrie-s-llc-401k-plan

> Fph Morrie'S LLC's 401(k) plan: 1,360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fph Morrie'S LLC

- **Sponsor EIN:** 475308569

- **Sponsor Address:** 12520 WAYZATA BLVD, MINNETONKA, MN, 55305

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

- **Total Participants:** 1,360

- **Total Assets:** $53.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,360|$53.1M|$2.4M|$5.2M|

| 2023|1,356|$44.4M|$2.1M|$4.6M|

| 2022|1,109|$36.0M|$2.0M|$4.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$167,064|—|$167,064|

| RBC CAPITAL MARKETS, LLC|INVESTMENT ADVISOR|—|$63,907|$63,907|

| TAX SHELTERED COMPENSATION INC|OTHER SERVICES|$700|$18,953|$19,653|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC CAPITAL MARKETS, LLC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $250,624

- **Estimated Expense Ratio:** 0.472% 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|$167,677|—|$167,677|—|—|

| 2023|$152,318|—|$152,318|—|—|

| 2022|$146,502|—|$146,502|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fph-morrie-s-llc-401k-plan)

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