# Morrow Renewables, LLC 401(k) Plan
Source: https://planprovider.pro/companies/morrow-renewables-llc-401k-plan

> Morrow Renewables, LLC's 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morrow Renewables, LLC

- **Sponsor EIN:** 208845619

- **Sponsor Address:** 230 E. HUNT STREET, SUITE 301, MCKINNEY, TX, 75069

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

- **Total Participants:** 58

- **Total Assets:** $8.8M

## 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|58|$8.8M|$789,314|$724,771|

| 2023|116|$7.4M|$612,046|$559,468|

| 2022|109|$5.5M|$531,623|$502,812|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$15,543|$6,333|$21,876|

| ADP, INC.|RECORD KEEPER|$9,541|—|$9,541|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,417

- **Estimated Expense Ratio:** 0.357% 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|$25,085|$15,543|—|—|—|

| 2023|$22,144|—|$12,043|—|—|

| 2022|$28,134|$11,722|$16,412|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morrow-renewables-llc-401k-plan)

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