Plan Snapshot
- Plan Sponsor: The Morey Corporation
- Sponsor EIN: 362211715
- Sponsor Address: 100 MOREY DRIVE, WOODRIDGE, IL, 60517
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $25.1M
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 | 327 | $25.1M | $166,404 | $1.0M |
| 2023 | 298 | $23.1M | $78,022 | $959,648 |
| 2022 | 222 | $28.7M | $30,000 | $954,973 |
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 |
|---|---|---|---|---|
| OSTROW REISIN BERK & ABRAMS, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSTROW REISIN BERK & ABRAMS, LTD. — 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 | $69,476 | — | $69,476 | — | — |
| 2023 | $91,239 | — | $91,239 | — | — |
| 2022 | $119,510 | $1,927 | — | — | — |