# Morrison Child And Family Services 401(k) Plan
Source: https://planprovider.pro/companies/morrison-child-and-family-services-930354176-001

> Morrison Child And Family Services's 401(k) plan: 481 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morrison Child And Family Services

- **Sponsor EIN:** 930354176

- **Sponsor Address:** 11035 NE SANDY BOULEVARD, PORTLAND, OR, 97220

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 481

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|481|$7.4M|$72,086|$633,070|

| 2023|420|$6.5M|$78,921|$640,740|

| 2022|402|$5.8M|$78,786|$649,215|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$30,936|—|$30,936|

| NORTHWEST CAPITAL MANAGEMENT, INC D|Investment Advisor|$17,583|—|$17,583|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,519

- **Estimated Expense Ratio:** 0.655% 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|$53,269|$22,333|—|—|—|

| 2023|$46,373|$20,067|—|—|—|

| 2022|$41,164|$17,958|$23,206|—|—|

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