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

> Morgan Services, INC.'s 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 362904675

- **Sponsor Address:** 205 N MICHIGAN AVE STE 4100, CHICAGO, IL, 60601

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

- **Total Participants:** 619

- **Total Assets:** $32.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|619|$32.8M|$775,619|$809,911|

| 2023|598|$28.7M|$763,585|$768,701|

| 2022|561|$20.2M|$776,081|$747,680|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-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|$81,429|—|$81,429|—|—|

| 2023|$59,309|—|$59,309|—|—|

| 2022|$57,504|—|$57,504|—|—|

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