Morrison, Ekre & Bart Management Services 401(k) match, vesting and fees
What Morrison, Ekre & Bart Management Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Futureplan by Ascensus | Schedule C ↗ |
| Independent auditor | Metz Cpa PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Morrison, Ekre & Bart Management Services: employer contribution per participant | $894 | |
| Peer median | $1,449 |
| Morrison, Ekre & Bart Management Services: average balance | $25,404 | |
| Peer median | $44,821 |
| Morrison, Ekre & Bart Management Services: admin expenses ÷ assets | 1.32% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.4M at the end of plan year 2021 to $14.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,202 | $14.6M | $513K | $894 | 1.32% | Not published | Form 5500 ↗ |
| 2023 | 707 | $8.5M | $346K | $1,061 | 1.05% | Not published | Form 5500 ↗ |
| 2022 | 697 | $6.6M | $321K | $1,056 | 0.94% | Not published | Form 5500 ↗ |
| 2021 | 448 | $7.4M | $258K | $1,121 | 1.04% | Not published | Form 5500 ↗ |
Common questions
Does Morrison, Ekre & Bart Management Services match 401(k) contributions?
The match terms for the Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $513K in employer contributions, about $894 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Morrison, Ekre & Bart Management Services 401(k) match vested?
The vesting schedule for the Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Morrison, Ekre & Bart Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Futureplan by Ascensus. The plan administrator is Morrison, Ekre & Bart Management Services, Inc..
I left Morrison, Ekre & Bart Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Morrison, Ekre & Bart Management Services, Inc., (602) 792-8669) or the recordkeeper, Futureplan by Ascensus. The Morrison, Ekre & Bart Management Services old 401(k) page lists the contacts from every plan filing. Find an old Morrison, Ekre & Bart Management Services 401(k)
Data from the public Form 5500 annual reports Morrison, Ekre & Bart Management Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Morrison, Ekre & Bart Management Services. Not financial advice. Report a correction · Methodology