# Morrison, Ekre & Bart Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morrison-ekre-bart-management-services-inc-401k-plan

> Morrison, Ekre & Bart Management Services, INC.'s 401(k) plan: 951 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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