# Morgan Fuel & Heating Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morgan-fuel-heating-company-inc-401k-plan

> Morgan Fuel & Heating Company, INC.'s 401(k) plan: 254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|

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