# Morselife INC. 403(b) Plan
Source: https://planprovider.pro/companies/morselife-inc-403b-plan

> Morselife INC.'s 403(b) plan: 1,307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morselife INC.

- **Sponsor EIN:** 592120896

- **Sponsor Address:** 4847 FRED GLADSTONE DR, WEST PALM BEACH, FL, 334178023

- **Plan Type:** 403(b)

- **Total Participants:** 1,307

- **Total Assets:** $25.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|1,307|$25.9M|$1,204|$3.0M|

| 2023|1,219|$23.2M|$275|$2.7M|

| 2022|1,305|$20.7M|$0|$2.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$127,420|—|$127,420|

| J.P. MORGAN SECURITIES LLC|INVESTMENT ADVISORY|$43,299|—|$43,299|

| WELLS FARGO FINANCIAL NETWORK|INVESTMENT ADVISORY|$15,677|—|$15,677|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [J.P. MORGAN SECURITIES LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $186,396

- **Estimated Expense Ratio:** 0.720% 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|$154,575|$58,976|$95,599|—|—|

| 2023|$148,358|$51,332|$97,026|—|—|

| 2022|$133,018|$53,321|$79,697|—|—|

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