# Morrow Equipment Company L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/morrow-equipment-company-l-l-c-401k-plan

> Morrow Equipment Company L.L.C.'s 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morrow Equipment Company L.L.C.

- **Sponsor EIN:** 931126215

- **Sponsor Address:** 3218 PRINGLE RD SE, SALEM, OR, 97302

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

- **Total Participants:** 229

- **Total Assets:** $40.3M

## 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|229|$40.3M|$433,414|$1.4M|

| 2023|245|$37.8M|$418,910|$1.4M|

| 2022|237|$35.4M|$394,857|$1.3M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|SERVICE PROVIDER|—|$33,549|$33,549|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$7,367|—|$7,367|

| ALERA INVESTMENT ADVISORS|SERVICE PROVIDER|—|$6,718|$6,718|

| REDW LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — SERVICE PROVIDER

- [ALERA INVESTMENT ADVISORS](https://planprovider.pro/provider/alera-investment-advisors-llc) — SERVICE PROVIDER

- [REDW LLC](https://planprovider.pro/provider/redw-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,634

- **Estimated Expense Ratio:** 0.118% 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|$7,367|$92|$5,775|—|—|

| 2023|$6,590|—|$5,840|—|—|

| 2022|$2,964|—|$2,964|—|—|

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