# Morgan & Weisbrod, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/morgan-weisbrod-l-l-p-401k-plan

> Morgan & Weisbrod, L.L.P.'s 401(k) plan: 105 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Morgan & Weisbrod, L.L.P.

- **Sponsor EIN:** 752256782

- **Sponsor Address:** 11551 FOREST CENTRAL DR., SUITE 300, DALLAS, TX, 75243

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

- **Total Participants:** 105

- **Total Assets:** $10.0M

## 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.|

| 2023|105|$10.0M|$672,537|$521,058|

| 2022|84|$8.1M|$274,017|$383,822|

| 2020|109|$8.5M|$0|$332,595|

## 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|

| MERRILL LYNCH|RETAINED BY EMPLOYER|$105,442|—|$105,442|

| JOHN HANCOCK|RECORDKEEPER|$36,732|—|$36,732|

| WEAVER AND DIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — RETAINED BY EMPLOYER

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

- [WEAVER AND DIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $142,174

- **Estimated Expense Ratio:** 1.427% 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|

| 2023|$72,685|—|$72,685|—|—|

| 2022|$26,909|$12,467|$14,442|—|—|

| 2020|—|—|—|—|—|

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

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