Plan Snapshot
- Plan Sponsor: Morrell'S Electro Plating Co., INC.
- Sponsor EIN: 510481261
- Sponsor Address: 2631 E. 126TH ST., COMPTON, CA, 90222
- Plan Type: DC
- Total Participants: 105
- Total Assets: $5.1M
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. |
|---|---|---|---|---|
| 2024 | 105 | $5.1M | $545,135 | $0 |
| 2023 | 106 | $4.3M | $500,000 | $0 |
| 2022 | 111 | $3.8M | $180,000 | $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 |
|---|---|---|---|---|
| MERRIL LYNCH | INV MANAGER | $13,030 | — | $13,030 |
| GROBSTEIN TEEPLE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROBSTEIN TEEPLE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,030
- Estimated Expense Ratio: 0.255% 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 | $13,075 | — | $13,075 | — | — |
| 2023 | $7,659 | $7,659 | — | — | — |
| 2022 | $7,264 | $6,961 | — | — | — |