Plan Snapshot
- Plan Sponsor: Morley And Associates, INC.
- Sponsor EIN: 351383930
- Sponsor Address: 4800 ROSEBUD LANE, NEWBURGH, IN, 47630
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $3.6M
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 | 30 | $3.6M | $0 | $276,549 |
| 2023 | 30 | $3.1M | $0 | $206,862 |
| 2022 | 27 | $2.4M | $0 | $188,117 |