# Morrison-Maierle, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morrison-maierle-inc-810217149-501

> Morrison-Maierle, INC.'s 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 810217149

- **Sponsor Address:** 1 ENGINEERING PLACE, HELENA, MT, 59602

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

- **Plan Number:** 501

- **Total Participants:** 299

- **Total Assets:** $2.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|299|$2.4M|$4.1M|$1.4M|

| 2023|283|$2.2M|$3.5M|$1.3M|

| 2022|264|$2.3M|$3.2M|$1.2M|

## 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|

| BLUECROSS BLUESHIELD OF MONTANA|Other Service Provider|$1,167,041|—|$1,167,041|

| IT STARTS WITH ME HEALTH|Other Service Provider|$34,887|—|$34,887|

| TURNER CONSULTING|Other Service Provider|$30,000|—|$30,000|

| VISION SERVICE PLAN|Other Service Provider|$29,071|—|$29,071|

| KCOE ISOM|Auditor|$19,000|—|$19,000|

| PINION LLC|Other Service Provider|$7,470|—|$7,470|

| OPTUM FINANCIAL INC|Other Service Provider|$6,600|—|$6,600|

| RANDALL & HURLEY|Other Service Provider|$5,475|—|$5,475|

### Verified Provider Profiles

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

- [KCOE ISOM](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,299,544

- **Estimated Expense Ratio:** 54.443% 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|$1,600,841|—|$60,710|—|—|

| 2023|$1,421,983|—|$49,335|—|—|

| 2022|$1,260,712|—|$48,760|—|$1,074,787|

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