Plan Snapshot
- Plan Sponsor: Moritz Partners, LP
- Sponsor EIN: 752336592
- Sponsor Address: 2111 N COLLINS STREET SUITE 301, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $22.3M
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 | 286 | $22.3M | $217,187 | $1.4M |
| 2023 | 396 | $20.9M | $287,239 | $1.7M |
| 2022 | 386 | $17.0M | $276,542 | $1.7M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $30,747 | — | $30,747 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,263 | — | $8,263 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,948 | — | $6,948 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,958
- Estimated Expense Ratio: 0.206% 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 | $49,846 | $37,694 | — | — | — |
| 2023 | $36,426 | $33,220 | — | — | — |
| 2022 | $32,451 | $1,377 | — | — | — |