# Morrison Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morrison-industries-inc-401k-plan

> Morrison Industries, INC.'s 401(k) plan: 605 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morrison Industries, INC.

- **Sponsor EIN:** 382360979

- **Sponsor Address:** 1825 MONROE AVENUE NW, GRAND RAPIDS, MI, 495056240

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

- **Total Participants:** 605

- **Total Assets:** $35.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|605|$35.6M|$717,711|$3.3M|

| 2023|572|$30.2M|$636,980|$2.8M|

| 2022|497|$24.2M|$581,496|$2.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$76,432|—|$76,432|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$53,727|—|$53,727|

| PLANTE & MORAN, PLLC|ACCOUNTANT/AUDITOR|$16,250|—|$16,250|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,221|—|$7,221|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,630

- **Estimated Expense Ratio:** 0.431% 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|$153,630|$60,948|—|$16,250|—|

| 2023|$104,725|$41,673|$235|$12,047|—|

| 2022|$136,611|$4,541|—|—|—|

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