Plan Snapshot
- Plan Sponsor: Morris Associates, INC.
- Sponsor EIN: 381675733
- Sponsor Address: 24007 TELEGRAPH, SOUTHFIELD, MI, 48033
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 22 | $15.0M | $583,946 | $414,020 |
| 2023 | 22 | $14.6M | $516,581 | $432,120 |
| 2022 | 20 | $11.3M | $413,899 | $388,320 |