# Murray Equipment, INC 401(k) Plan
Source: https://planprovider.pro/companies/murray-equipment-inc-401k-plan

> Murray Equipment, INC's 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Murray Equipment, INC

- **Sponsor EIN:** 351051878

- **Sponsor Address:** 2515 CHARLESTON PLACE, FORT WAYNE, IN, 468081385

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

- **Total Participants:** 175

- **Total Assets:** $24.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|175|$24.6M|$828,482|$1.1M|

| 2023|183|$24.3M|$793,912|$985,247|

| 2022|161|$20.8M|$660,257|$834,617|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$64,352|—|$64,352|

| BADEN GAGE & SCHROEDER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BADEN GAGE & SCHROEDER LLC](https://planprovider.pro/provider/baden-gage-and-schroeder-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,352

- **Estimated Expense Ratio:** 0.261% 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|$63,973|—|$63,973|—|—|

| 2023|$102,965|—|$102,965|—|—|

| 2022|$98,826|—|$98,826|—|—|

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