# Morris Rothenberg & Son, INC. DC Plan
Source: https://planprovider.pro/companies/morris-rothenberg-son-inc-plan-001

> Morris Rothenberg & Son, INC.'s DC plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morris Rothenberg & Son, INC.

- **Sponsor EIN:** 112205667

- **Sponsor Address:** 3015 VETERANS MEMORIAL HWY., RONKONKOMA, NY, 117790512

- **Plan Type:** DC

- **Total Participants:** 156

- **Total Assets:** $32.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|156|$32.9M|$1.7M|$365,408|

| 2023|157|$30.1M|$1.7M|$412,262|

| 2022|163|$25.7M|$1.7M|$440,059|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,622|—|$28,622|

| CAPFINANCIAL PARTNERS, LLC|CONSULTANT|$22,000|—|$22,000|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $50,622

- **Estimated Expense Ratio:** 0.154% 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|$67,800|$178|—|—|—|

| 2023|$45,437|—|—|$18,500|—|

| 2022|$23,165|—|—|—|—|

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