# James D. Morrissey, INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-d-morrissey-inc-401k-plan

> James D. Morrissey, INC.'s 401(k) plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James D. Morrissey, INC.

- **Sponsor EIN:** 231268801

- **Sponsor Address:** 9119 FRANKFORD AVENUE, PHILADELPHIA, PA, 19114

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

- **Total Participants:** 258

- **Total Assets:** $26.4M

## 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|258|$26.4M|$1.1M|$1.2M|

| 2023|232|$21.3M|$961,877|$1.0M|

| 2022|222|$17.3M|$907,527|$971,161|

## 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|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$45,070|—|$8,474|—|—|

| 2023|$58,963|—|$20,017|—|—|

| 2022|$35,901|—|$35,901|—|—|

## Similar Plans

- [Pioneer Pole Buildings, INC.](https://planprovider.pro/companies/pioneer-pole-buildings-inc-401k-plan) — 257 participants

- [Wohlsen Construction Company](https://planprovider.pro/companies/wohlsen-construction-company-plan-005) — 261 participants

- [Lobar, INC.](https://planprovider.pro/companies/lobar-inc-plan) — 254 participants

- [Warfel Construction Company](https://planprovider.pro/companies/warfel-construction-company-401k-plan) — 262 participants

- [Allegheny Millwork](https://planprovider.pro/companies/allegheny-millwork-401k-plan) — 253 participants

- [Riggs Industries, INC.](https://planprovider.pro/companies/riggs-industries-inc-401k-plan) — 236 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-d-morrissey-inc-401k-plan)

© 2026 PlanProvider.Pro