Plan Ledger DOL Form 5500 · updated monthly

Morris James LLP401(k)

MORRIS JAMES LLP RETIREMENT PLAN · WILMINGTON, DE · plan year 2025

Reported admin expense ratio · 2025
0.24%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Morris James LLP reported $171,090 in plan administrative expenses for 2025: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $11,300 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.19% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 42nd-largest of 242 plans among Delaware employers on file, and the 1,951st of 11,654 in professional & technical services. In 2025, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$74,247,802
Participants with balances218
Active participants164
Employer contributions$1,853,276
Employee contributions$1,667,018
Employer contribution per active participant$11,300
Average account balance$340,586
Benefits paid to participants$6,679,927
Plan auditUnmodified (clean) audit opinion
AuditorSANTORA CPA GROUP
Plan history4
Yearassets · accounts · employer contribution
2025$74.2M · 218 accts · $1.9M emplr
2024$69.0M · 206 accts · $1.8M emplr
2023$61.0M · 199 accts · $1.6M emplr
2022$53.9M · 202 accts · $1.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$171,090
Total administrative$171,090
The Morris James LLP 401(k) match · 2025
Employer contribution per active participant$11,300
Median for plans this size$4,093
2025$11,300 per active participant
2024$10,965 per active participant
2023$10,244 per active participant
2022$9,656 per active participant

Morris James LLP's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
VANGUARD GROUP INC. · Recordkeeping · Loan processing$29,423
CAMBRIDGE INV RESEARCH INC · Investment advisory (plan)$107,910
HERITAGE ADMINISTRATIVE SERVICES$33,757

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$171,090 · 0.24%
2024$111,119 · 0.17%
2023$124,742 · 0.22%
2022$108,770 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Delaware
Interdigital, Inc. DE$138.2M · 0.11%
Qps, LLC DE$56.0M · 0.15%
Grant & Eisenhofer, P.A. DE$43.2M · 0.01%
Ntirety, Inc. DE$36.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510023480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.