# Morse Group, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/morse-group-pllc-401k-plan

> Morse Group, PLLC's 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morse Group, PLLC

- **Sponsor EIN:** 822202636

- **Sponsor Address:** 24901 NORTHWESTERN HIGHWAY STE. 700, SOUTHFIELD, MI, 48075

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

- **Total Participants:** 198

- **Total Assets:** $15.1M

## 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|198|$15.1M|$209,860|$1.1M|

| 2023|191|$12.9M|$161,503|$958,243|

| 2022|149|$10.4M|$179,252|$794,589|

## 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|

| YEO & YEO PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [YEO & YEO PC](https://planprovider.pro/provider/yeo-and-yeo-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$57,210|—|—|—|—|

| 2023|$61,301|—|—|—|—|

| 2022|$61,176|$48,709|$11,167|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morse-group-pllc-401k-plan)

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