Plan Snapshot
- Plan Sponsor: Morris, Manning & Martin LLP
- Sponsor EIN: 581269995
- Sponsor Address: 3343 PEACHTREE ROAD, NE SUITE 1600, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $149.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 223 | $149.7M | $5.0M | $3.1M |
| 2023 | 227 | $126.7M | $4.8M | $3.1M |
| 2022 | 242 | $117.5M | $4.4M | $3.0M |
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 |
|---|---|---|---|---|
| CARR, RIGGS AND INGRAM, LLC | 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 | $26,751 | — | — | — | — |
| 2023 | $11,511 | — | — | — | — |
| 2022 | $425 | — | — | — | — |