Plan Snapshot
- Plan Sponsor: Moroch Holdings, INC.
- Sponsor EIN: 751785464
- Sponsor Address: 3625 NORTH HALL STREET, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $35.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 295 | $35.0M | $561,756 | $2.6M |
| 2023 | 257 | $29.4M | $497,963 | $2.3M |
| 2022 | 253 | $25.0M | $459,140 | $1.9M |
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 |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | ADVISOR | $48,800 | — | $48,800 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,531 | — | $22,531 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,331
- Estimated Expense Ratio: 0.204% 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 | $71,331 | $48,800 | — | — | — |
| 2023 | $64,839 | $42,505 | — | — | — |
| 2022 | $98,436 | — | — | — | — |