Plan Snapshot
- Plan Sponsor: Morrison, Ekre & Bart Management Services, INC.
- Sponsor EIN: 860845708
- Sponsor Address: 11201 NORTH TATUM BLVD., SUITE 260, PHOENIX, AZ, 85028
- Plan Type: 401(k)
- Total Participants: 951
- Total Assets: $14.6M
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 | 951 | $14.6M | $513,056 | $1.4M |
| 2023 | 584 | $8.5M | $346,026 | $931,521 |
| 2022 | 611 | $6.6M | $321,165 | $896,779 |
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 |
|---|---|---|---|---|
| METZ CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA PLLC — Auditor
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 | $152,342 | $39,970 | $67,768 | — | — |
| 2023 | $78,787 | $22,251 | $38,419 | — | — |
| 2022 | $65,395 | $19,293 | $31,678 | — | $14,424 |