Plan Snapshot
- Plan Sponsor: The Morey Organization, INC.
- Sponsor EIN: 222130568
- Sponsor Address: 3501 BOARDWALK, WILDWOOD, NJ, 08260
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $22.8M
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 | 191 | $22.8M | $536,376 | $1.0M |
| 2023 | 183 | $21.3M | $496,926 | $990,211 |
| 2022 | 177 | $17.7M | $495,949 | $826,762 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $40,200 | $22,000 | — | — | — |
| 2023 | $38,075 | $22,000 | — | — | — |
| 2022 | $26,800 | — | — | — | — |