# Mortensen Woodwork, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mortensen-woodwork-inc-401k-plan

> Mortensen Woodwork, INC.'s 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mortensen Woodwork, INC.

- **Sponsor EIN:** 581813682

- **Sponsor Address:** 4920 BAKER STREET, UNION CITY, GA, 302911984

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

- **Total Participants:** 99

- **Total Assets:** $8.7M

## 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|99|$8.7M|$255,752|$426,597|

| 2023|120|$7.5M|$257,570|$399,932|

| 2022|115|$7.0M|$240,020|$406,615|

## 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|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — 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|$41,859|—|$41,859|—|—|

| 2023|$33,894|—|$33,894|—|—|

| 2022|$35,607|—|$35,607|—|—|

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