Plan Snapshot
- Plan Sponsor: Morrison Hershfield Corporation
- Sponsor EIN: 980160972
- Sponsor Address: 1455 LINCOLN PARKWAY, ATLANTA, GA, 30346
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 188
- Total Assets: $28.4M
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. |
|---|---|---|---|---|
| 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 | $38,788 | — | $38,788 |
| CARR, RIGGS & INGRAM, LLC | Other Service Provider | $15,000 | — | $15,000 |
| TRANSAMERICA | Recordkeeper | $8,333 | — | $8,333 |
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: $62,121
- Estimated Expense Ratio: 0.219% 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 |
|---|---|---|---|---|---|
| 2023 | $69,513 | — | $69,513 | — | — |
| 2022 | $98,187 | — | — | — | $98,187 |