Morris, Duffy, Alonso & Faley LLP401(k)
MORRIS, DUFFY, ALONSO & FALEY 401(K) PLAN · NEW YORK, NY · plan year 2023
Morris, Duffy, Alonso & Faley LLP's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $17,831,263 across 49 participant accounts, with employer contributions averaging $0 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,694th-largest of 5,648 plans among New York employers on file, and 5,949th of 11,654 in professional & technical services.
Morris, Duffy, Alonso & Faley LLP's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 133843068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.