# Morley And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morley-and-associates-inc-401k-plan

> Morley And Associates, INC.'s 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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