Morrison-Maierle 401(k) match, vesting and fees
What Morrison-Maierle'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kcoe Isom, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,226 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Morrison-Maierle: employer contribution per participant | $2,339 | |
| Peer median | $2,519 |
| Morrison-Maierle: average balance | $157,709 | |
| Peer median | $75,638 |
| Morrison-Maierle: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.27% |
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 $61.6M at the end of plan year 2023 to $73.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 480 | $73.2M | $1.1M | $2,339 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 471 | $61.6M | $985K | $2,203 | 0.19% | Not published | Form 5500 ↗ |
Other Morrison-Maierle plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Morrison-Maierle, Inc. Employee Stock Ownership 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.
| Independent auditor | Kcoe Isom, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Morrison-Maierle match 401(k) contributions?
The match terms for the Morrison-Maierle, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,339 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Morrison-Maierle 401(k) match vested?
The vesting schedule for the Morrison-Maierle, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Morrison-Maierle 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Morrison-Maierle, Inc..
I left Morrison-Maierle. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Morrison-Maierle, Inc., (406) 442-3050) or the recordkeeper, Principal Life Insurance Company. The Morrison-Maierle old 401(k) page lists the contacts from every plan filing. Find an old Morrison-Maierle 401(k)
Data from the public Form 5500 annual reports Morrison-Maierle filed with the U.S. Department of Labor (plan years 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-Maierle. Not financial advice. Report a correction · Methodology