# Mori Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mori-associates-inc-401k-plan

> Mori Associates, INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mori Associates, INC.

- **Sponsor EIN:** 521937913

- **Sponsor Address:** 6116 EXECUTIVE BLVD., SUITE 720, NORTH BETHESDA, MD, 20852

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

- **Total Participants:** 350

- **Total Assets:** $35.5M

## 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|350|$35.5M|$857,349|$2.5M|

| 2023|320|$31.8M|$1.1M|$3.2M|

| 2022|507|$28.2M|$1.3M|$3.6M|

## 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|

| NYLIFE SECURITIES INC|ADVISOR|—|$137,752|$137,752|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$74,765|—|$74,765|

| SNYDER COHN|AUDITOR|$5,882|—|$5,882|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SNYDER COHN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $218,399

- **Estimated Expense Ratio:** 0.616% 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|$80,647|—|—|—|—|

| 2023|$28,987|—|—|—|—|

| 2022|$4,763|—|—|—|—|

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