# Wm. B. Morse Lumber Co. 401(k) Plan
Source: https://planprovider.pro/companies/wm-b-morse-lumber-co-401k-plan-001

> Wm. B. Morse Lumber Co.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wm. B. Morse Lumber Co.

- **Sponsor EIN:** 160560500

- **Sponsor Address:** 340 WEST MAIN STREET, ROCHESTER, NY, 14608

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

- **Total Participants:** 114

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|114|$15.5M|$281,908|$684,666|

| 2023|163|$15.3M|$180,668|$550,876|

| 2022|102|$10.5M|$151,455|$474,034|

## 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|$60,780|—|$60,780|

| MODERN WEALTH HOLDINGS, LLC|CONTRACT ADMINISTRATOR|$2,450|$22,769|$25,219|

| LPL FINANCIAL LLC - RPCP|INVESTMENT ADVISORY|—|$19,628|$19,628|

| DAVIE KAPLAN CPA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DAVIE KAPLAN CPA PC](https://planprovider.pro/provider/davie-kaplan-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,627

- **Estimated Expense Ratio:** 0.683% 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|$64,030|—|$64,030|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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