# Morris & Dickson Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/morris-dickson-co-llc-401k-plan

> Morris & Dickson Co., LLC's 401(k) plan: 538 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morris & Dickson Co., LLC

- **Sponsor EIN:** 720266645

- **Sponsor Address:** 410 KAY LANE, SHREVEPORT, LA, 71115

- **Plan Type:** 401(k)

- **Total Participants:** 538

- **Total Assets:** $75.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|538|$75.5M|$1.4M|$2.6M|

| 2023|518|$69.5M|$1.3M|$2.3M|

| 2022|462|$62.2M|$1.2M|$2.3M|

## 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|

| HOGAN TAYLOR LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOGAN TAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-llp) — Auditor

## 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|$104,131|—|$90,729|—|—|

| 2023|$107,384|—|$83,398|—|—|

| 2022|$83,155|—|$83,155|—|—|

## Similar Plans

- [Neill Corporation](https://planprovider.pro/companies/neill-corporation-401k-plan) — 642 participants

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