Plan Snapshot
- Plan Sponsor: Moroso Performance Products, INC.
- Sponsor EIN: 060850094
- Sponsor Address: 80 CARTER DRIVE, GUILFORD, CT, 06437
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $9.6M
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 | 92 | $9.6M | $48,066 | $348,978 |
| 2023 | 100 | $9.6M | $133,389 | $373,898 |
| 2022 | 101 | $8.1M | $127,548 | $351,986 |
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 |
|---|---|---|---|---|
| NICOLA, YESTER & COMPANY, P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $21,364 | $8,355 | $13,009 | — | — |
| 2023 | $3,149 | — | $3,149 | — | — |
| 2022 | $4,726 | — | $4,726 | — | — |