Plan Snapshot
- Plan Sponsor: Morris Group, INC.
- Sponsor EIN: 060610609
- Sponsor Address: 910 DAY HILL ROAD, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Total Participants: 1,057
- Total Assets: $146.5M
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 | 1,057 | $146.5M | $3.1M | $9.5M |
| 2023 | 978 | $127.6M | $3.9M | $8.7M |
| 2022 | 883 | $104.4M | $2.6M | $7.6M |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $121,854 | $37,335 | $1,200 | — | — |
| 2023 | $100,563 | $34,007 | $300 | — | — |
| 2022 | $101,146 | $32,152 | — | — | — |