Morrison Express Corp.USA 401(k) match, vesting and fees
What Morrison Express Corp.USA's 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 | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Kall Accountancycorporation (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Morrison Express Corp.USA: employer contribution per participant | $1,129 | |
| Peer median | $1,076 |
| Morrison Express Corp.USA: average balance | $54,712 | |
| Peer median | $31,804 |
| Morrison Express Corp.USA: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.46% |
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 $11.3M at the end of plan year 2021 to $12.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 308 | $12.4M | $256K | $1,129 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 319 | $11.3M | $307K | $1,335 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 321 | $10.7M | $269K | $1,307 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 244 | $11.3M | $155K | $1,002 | 0.06% | Not published | Form 5500 ↗ |
Other Morrison Express Corp.USA plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Morrison Express Corp. (Usa) 401(k) Retirement Plan
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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Morrison Express Corp.USA match 401(k) contributions?
The match terms for the Morrison Express Corp. (Usa) 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $256K in employer contributions, about $1,129 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Morrison Express Corp.USA 401(k) match vested?
The vesting schedule for the Morrison Express Corp. (Usa) 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Morrison Express Corp.USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Pentegra Services, Inc.
I left Morrison Express Corp.USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (844) 367-2848) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Morrison Express Corp.USA old 401(k) page lists the contacts from every plan filing. Find an old Morrison Express Corp.USA 401(k)
Data from the public Form 5500 annual reports Morrison Express Corp.USA 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 Express Corp.USA. Not financial advice. Report a correction · Methodology