# Morris James LLP DC Plan
Source: https://planprovider.pro/companies/morris-james-llp-plan-001

> Morris James LLP's DC plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morris James LLP

- **Sponsor EIN:** 510023480

- **Sponsor Address:** 500 DELAWARE AVENUE, SUITE 1500, WILMINGTON, DE, 19801

- **Plan Type:** DC

- **Total Participants:** 162

- **Total Assets:** $69.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|162|$69.0M|$1.8M|$1.7M|

| 2023|160|$61.0M|$1.6M|$1.6M|

| 2022|155|$53.9M|$1.5M|$1.4M|

## 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|

| CAMBRIDGE INV RESEARCH INC|INVESTMENT ADVISOR|$64,764|—|$64,764|

| VANGUARD GROUP INC.|CONTRACT ADMINISTRATOR|$28,667|—|$28,667|

| HERITAGE ADMINISTRATIVE SERVICES|TPA|$18,988|—|$18,988|

| SANTORA CPA GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SANTORA CPA GROUP](https://planprovider.pro/provider/santora-cpa-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,419

- **Estimated Expense Ratio:** 0.163% 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|$111,119|—|$111,119|—|—|

| 2023|$124,742|—|$124,742|—|—|

| 2022|$108,770|—|$108,770|—|—|

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