# Morrison-Maierle, INC. DC Plan
Source: https://planprovider.pro/companies/morrison-maierle-inc-plan-003

> Morrison-Maierle, INC.'s DC plan: 311 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:** DC

- **Total Participants:** 311

- **Total Assets:** $77.1M

## 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|311|$77.1M|$4.7M|$0|

| 2023|288|$73.2M|$4.5M|$0|

| 2022|272|$65.2M|$4.5M|$0|

## 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|

| GREATBANC TRUST COMPANY|SERVICE PROVIDER|$31,500|—|$31,500|

| KCOE ISOM, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KCOE ISOM, LLP](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:** $31,500

- **Estimated Expense Ratio:** 0.041% 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|$34,395|—|$2,895|—|—|

| 2023|$32,635|—|$2,635|—|—|

| 2022|$32,625|—|$2,625|—|$30,000|

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