Plan Snapshot
- Plan Sponsor: Morphe, LLC
- Sponsor EIN: 814828460
- Sponsor Address: 10303 NORRIS AVENUE, PACOIMA, CA, 91331
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $301
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. |
|---|---|---|---|---|
| 2023 | 212 | $301 | $181,812 | $380,851 |
| 2022 | 595 | $8.7M | $774,208 | $1.6M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, PA | Auditor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 9966.777% 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 |
|---|---|---|---|---|---|
| 2023 | $112,839 | $26,552 | $56,287 | $30,000 | — |
| 2022 | $73,792 | $19,809 | $53,983 | — | — |