# Morris Bean & Company DB Plan
Source: https://planprovider.pro/companies/morris-bean-company-310510640-004

> Morris Bean & Company's DB plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morris Bean & Company

- **Sponsor EIN:** 310510640

- **Sponsor Address:** 777 E HYDE RD, YELLOW SPRINGS, OH, 453879726

- **Plan Type:** DB

- **Plan Number:** 004

- **Total Participants:** 31

- **Total Assets:** $3.4M

## 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|31|$3.4M|$0|$0|

| 2023|31|$3.5M|$0|$0|

| 2022|27|$3.3M|$0|$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|

| CLARK, SCHAEFER, HACKETT & CO|Auditor|$13,000|—|$13,000|

| US BANK|Custodian / Trustee|$9,629|—|$9,629|

| JHBENEFITS LTD|Actuary|$8,042|—|$8,042|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,671

- **Estimated Expense Ratio:** 0.893% 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|$30,671|$9,629|—|$13,000|—|

| 2023|$25,435|$9,510|—|$10,000|—|

| 2022|$29,648|$9,692|—|—|$19,956|

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