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: 100
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 100 | $14.3M | $0 | $1.8M |
| 2023 | 107 | $11.9M | $1,219 | $1.9M |
| 2022 | 122 | $10.0M | $0 | $1.9M |
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 | $4,649 | — | — | — | — |
| 2023 | $148 | — | — | — | — |
| 2022 | — | — | — | — | — |