# Morgan & Morgan P A 401(k) Plan
Source: https://planprovider.pro/companies/morgan-morgan-p-a-401k-plan

> Morgan & Morgan P A's 401(k) plan: 4,754 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morgan & Morgan P A

- **Sponsor EIN:** 592920684

- **Sponsor Address:** 16TH FLOOR 20 NORTH ORANGE AVENUE, ORLANDO, FL, 32801

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

- **Total Participants:** 4,754

- **Total Assets:** $192.7M

## 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|4,754|$192.7M|$3.6M|$23.7M|

| 2023|4,222|$156.5M|$3.9M|$21.0M|

| 2022|3,318|$119.1M|$2.9M|$16.2M|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|NONE|$264,100|—|$264,100|

| SHUSTER ADVISORY GROUP LLC|NONE|$82,996|—|$82,996|

| EMPOWER ADVISORY GROUP, LLC|NONE|$16,714|—|$16,714|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $363,810

- **Estimated Expense Ratio:** 0.189% 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|$363,810|$99,711|—|—|—|

| 2023|$316,392|—|—|—|—|

| 2022|$290,619|$106,071|$174,221|—|$10,327|

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