Department of Labor filing

MORRISON INDUSTRIES, INC.

MORRISON INDUSTRIES, INC. RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 19, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

21filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,186

Reported employer contributions per active participant.

Higher than about 25% of comparable plans

#People in the filing

605

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$222 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202421out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions25th percentileTypical peer $1,958 · based on 346 comparable plans

Lower reported administrative expense10th percentileTypical peer $114 · based on 343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MORRISON INDUSTRIES, INC. reported $717,711 in employer contributions across the plan and 605 active participants. That works out to $1,186 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 1.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context21/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $717,711
Participant contributions: $3,257,566
Other contributions: $169,729
Employer share of reported contributions: 18.1%
Beginning assets: $30,175,142
Ending assets: $35,648,075
Ending net assets: $35,648,075
Ending liabilities: $0
Total income: $8,364,569
Total expenses: $2,891,636
Administrative expenses: $153,630
Participant loans: $535,734

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,170

2023

$1,114

2024

$1,186

Plan-paid administrative expenses per participant

2022

$223

2023

$165

2024

$222

Active participants

2022

497

2023

572

2024

605

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,186	605	35.6M	20250819070824NAL0003712786001
2023	$1,114	572	30.2M	20240920082619NAL0007193217001
2022	$1,170	497	24.2M	20230831123550NAL0007159985001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 382360979-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 2009
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2S2T2E3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250819070824NAL0003712786001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗