# Moroch Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/moroch-holdings-inc-401k-plan

> Moroch Holdings, INC.&#39;s 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moroch-holdings-inc-401k-plan)

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