# The Morey Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-morey-corporation-401k-plan

> The Morey Corporation's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$69,475|—|$69,475|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$34,953|$34,953|

| OSTROW REISIN BERK & ABRAMS, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [OSTROW REISIN BERK & ABRAMS, LTD.](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,428

- **Estimated Expense Ratio:** 0.415% 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|$69,476|—|$69,476|—|—|

| 2023|$91,239|—|$91,239|—|—|

| 2022|$119,510|$1,927|—|—|—|

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