Plan Snapshot
- Plan Sponsor: Morris, Nichols, Arsht & Tunnell LLP
- Sponsor EIN: 510081771
- Sponsor Address: 1201 N. MARKET STREET, WILMINGTON, DE, 19899
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $160.6M
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 | 138 | $160.6M | $3.6M | $2.4M |
| 2023 | 136 | $136.4M | $3.2M | $2.2M |
| 2022 | 137 | $124.0M | $3.0M | $2.1M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY CLIENT | $6,307 | — | $6,307 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY CLIENT
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,307
- Estimated Expense Ratio: 0.004% 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 | $17,417 | $1,846 | $4,461 | — | — |
| 2023 | $5,983 | $1,520 | $3,713 | — | — |
| 2022 | $4,025 | $1,405 | $2,620 | — | — |