# Morgan White Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morgan-white-group-inc-401k-plan

> Morgan White Group, INC.'s 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morgan White Group, INC.

- **Sponsor EIN:** 640848633

- **Sponsor Address:** P. O. BOX 14067, JACKSON, MS, 39236

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

- **Total Participants:** 318

- **Total Assets:** $20.0M

## 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.|

| 2024|318|$20.0M|$941,984|$1.3M|

| 2023|299|$17.3M|$869,258|$1.3M|

| 2022|280|$14.5M|$721,661|$1.2M|

## 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|

| BALLEW ADVISORS|INVESTMENT ADVISORS|$63,679|—|$63,679|

| MWG RETIREMENT PLAN SERVICES|RECORDKEEPER|$20,845|—|$20,845|

| CARR RIGGS & INGRAM|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,524

- **Estimated Expense Ratio:** 0.422% 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|$84,524|$63,679|$20,845|—|—|

| 2023|$74,605|$53,500|$9,235|—|—|

| 2022|$66,635|$50,859|$15,776|—|—|

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