Plan Snapshot
- Plan Sponsor: Morley Builders, INC.
- Sponsor EIN: 953920697
- Sponsor Address: 3330 OCEAN PARK BLVD, SANTA MONICA, CA, 90405
- Plan Type: DC
- Plan Number: 108
- Total Participants: 207
- Total Assets: $71.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 207 | $71.6M | $0 | $0 |
| 2024 | 143 | $68.9M | $1.5M | $0 |
| 2023 | 157 | $71.6M | $1.7M | $0 |
| 2022 | 119 | $71.6M | $1.3M | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $5,958,376 | — | $375 | — | — |
| 2024 | $400 | — | $400 | — | — |
| 2023 | $25 | — | $25 | — | — |
| 2022 | $400 | — | $400 | — | — |