# Moritz Partners, LP 401(k) Plan
Source: https://planprovider.pro/companies/moritz-partners-lp-401k-plan

> Moritz Partners, LP's 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $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|—|—|—|

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