# Morgan-Keller, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morgan-keller-inc-401k-plan

> Morgan-Keller, INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morgan-Keller, INC.

- **Sponsor EIN:** 520741857

- **Sponsor Address:** 70 THOMAS JOHNSON DRIVE, FREDERICK, MD, 21702

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

- **Total Participants:** 250

- **Total Assets:** $22.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|250|$22.5M|$366,546|$1.5M|

| 2023|258|$20.4M|$366,761|$1.4M|

| 2022|278|$16.7M|$343,791|$1.3M|

## 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|

| JOHN HANCOCK TRUST COMPANY LLC|RECORDKEEPER|$42,502|—|$42,502|

| LPL FINANCIAL LLC|REGISTERED INV ADVISORY|$24,000|—|$24,000|

| MCLEAN, KOEHLER, SPARKS & HAMMOND|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK TRUST COMPANY LLC](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — REGISTERED INV ADVISORY

- [MCLEAN, KOEHLER, SPARKS & HAMMOND](https://planprovider.pro/provider/mclean-koehler-sparks-and-hammond) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,502

- **Estimated Expense Ratio:** 0.295% 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|$69,529|—|$69,529|—|—|

| 2023|$64,027|—|$64,027|—|—|

| 2022|$63,069|—|—|—|$63,069|

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

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