# Morris, Duffy, Alonso & Faley LLP 401(k) Plan
Source: https://planprovider.pro/companies/morris-duffy-alonso-faley-llp-401k-plan

> Morris, Duffy, Alonso & Faley LLP's 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morris, Duffy, Alonso & Faley LLP

- **Sponsor EIN:** 133843068

- **Sponsor Address:** TWO RECTOR STREET, NEW YORK, NY, 10006

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

- **Total Participants:** 51

- **Total Assets:** $23.5M

## 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.|

| 2024|51|$23.5M|$0|$696,464|

| 2023|127|$17.8M|$0|$639,548|

| 2022|118|$13.6M|$0|$506,767|

## 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|

| ANSEL & SLOTOPOLSKY, LLP|Auditor|—|—|$0|

## 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|$376,897|—|-$37,356|—|—|

| 2023|-$3,638|$3,673|—|—|—|

| 2022|$350|—|—|—|—|

## Similar Plans

- [Hughes Hubbard & Reed LLP](https://planprovider.pro/companies/hughes-hubbard-reed-llp-plan) — 52 participants

- [Emmet, Marvin & Martin, LLP](https://planprovider.pro/companies/emmet-marvin-martin-llp-plan-002) — 53 participants

- [Human Rights First](https://planprovider.pro/companies/human-rights-first-403b-plan) — 54 participants

- [Hughes Hubbard & Reed LLP](https://planprovider.pro/companies/hughes-hubbard-reed-llp-plan-006) — 55 participants

- [Wollmuth Maher & Deutsch, LLP](https://planprovider.pro/companies/wollmuth-maher-deutsch-llp-plan-001) — 47 participants

- [Martin Clearwater And Bell LLP](https://planprovider.pro/companies/martin-clearwater-and-bell-llp-401k-plan) — 55 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morris-duffy-alonso-faley-llp-401k-plan)

© 2026 PlanProvider.Pro