# James D. Morrissey, INC. DB Plan
Source: https://planprovider.pro/companies/james-d-morrissey-inc-plan-050

> James D. Morrissey, INC.'s DB plan: 30 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, 191142854

- **Plan Type:** DB

- **Total Participants:** 30

- **Total Assets:** $24.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|30|$24.0M|$0|$0|

| 2023|32|$22.2M|$0|$0|

| 2022|37|$20.1M|$0|$0|

## 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|$76,187|—|—|—|—|

| 2023|$70,276|—|—|—|—|

| 2022|$83,627|$83,627|—|—|—|

## Similar Plans

- [Derry Construction Company, INC.](https://planprovider.pro/companies/derry-construction-company-inc-401k-plan) — 40 participants

- [S B&K Enterprises, INC.](https://planprovider.pro/companies/s-b-k-enterprises-inc-401k-plan) — 42 participants

- [D. L. George And Sons Construction Company](https://planprovider.pro/companies/d-l-george-and-sons-construction-company-plan) — 50 participants

- [Mosites Construction Company](https://planprovider.pro/companies/mosites-construction-company-plan) — 50 participants

- [Delmont Utilities, INC.](https://planprovider.pro/companies/delmont-utilities-inc-401k-plan) — 55 participants

- [Black Brook Enterprises, INC.](https://planprovider.pro/companies/black-brook-enterprises-inc-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-d-morrissey-inc-plan-050)

© 2026 PlanProvider.Pro