Plan Snapshot
- Plan Sponsor: Morgan Fuel & Heating Company, INC.
- Sponsor EIN: 141420673
- Sponsor Address: 2785 WEST MAIN STREET, WAPPINGER FALLS, NY, 12590
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 254 | $14.1M | $239,047 | $675,052 |
| 2023 | 244 | $12.8M | $225,990 | $633,332 |
| 2022 | 227 | $11.2M | $242,631 | $682,178 |
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 |
|---|---|---|---|---|
| PFK O'CONNOR DAVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFK O'CONNOR DAVIS LLP — 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 | $87,176 | $69,931 | $17,245 | — | — |
| 2023 | $69,179 | $53,763 | $15,416 | — | — |
| 2022 | $73,505 | $24,145 | $13,751 | — | — |