Plan Snapshot
- Plan Sponsor: Morrison Hershfield Corporation
- Sponsor EIN: 980160972
- Sponsor Address: 1455 LINCOLN PARKWAY, ATLANTA, GA, 30346
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $248,038 | $759,494 |
| 2023 | 188 | $28.4M | $490,546 | $1.6M |
| 2022 | 190 | $23.2M | $503,772 | $1.5M |
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 |
|---|---|---|---|---|
| BANK OF AMERICA | Other Service Provider | $77,576 | — | $77,576 |
| CARR, RIGGS & INGRAM, LLC | Other Service Provider | $30,000 | — | $30,000 |
| TRANSAMERICA | Recordkeeper | $16,666 | — | $16,666 |
| PENSION FINANCIAL SERVICES INC | Other Service Provider | $6,150 | — | $6,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,392
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 | $81,085 | — | $81,085 | — | — |
| 2023 | $69,513 | — | $69,513 | — | — |
| 2022 | $98,187 | — | — | — | $98,187 |