# R L Morgan Company 401(k) Plan
Source: https://planprovider.pro/companies/r-l-morgan-company-401k-plan

> R L Morgan Company's 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R L Morgan Company

- **Sponsor EIN:** 382567152

- **Sponsor Address:** G-6443 W PIERSON RD, SUITE 19, FLUSHING, MI, 48433

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

- **Total Participants:** 265

- **Total Assets:** $3.7M

## 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|265|$3.7M|$40,000|$171,640|

| 2023|213|$3.6M|$135,000|$171,838|

| 2022|175|$3.0M|$150,000|$161,036|

## 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|

| SENTINEL BENEFITS GROUP, INC.|TPA|$20,748|—|$20,748|

| TAYLOR & MORGAN ASSET MANAGEMENT|ADVISOR|$14,976|—|$14,976|

| GRANT, MILLMAN & JOHNSON, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — TPA

- [TAYLOR & MORGAN ASSET MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [GRANT, MILLMAN & JOHNSON, P.C.](https://planprovider.pro/provider/grant-millman-and-johnson-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,724

- **Estimated Expense Ratio:** 0.966% 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|$36,811|$14,976|—|—|—|

| 2023|$39,632|$12,506|—|$9,000|—|

| 2022|$51,855|$24,961|—|—|$26,894|

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