MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST

Plan Contact

  • Address: 6116 EXECUTIVE BLVD., SUITE 720,NORTH BETHESDA,MD
  • Contact person: VANESSA FILLA
  • Phone: (301) 468-6674

Plan General Information

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is $31,754,593.00.This plan was established in 2000.

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is 615

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is $51,633.00

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is $5,429.00.

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is approximately $1,753.00
Investing in this additonal $1,753.00 for 20 years would give you extra $112,218.00, assuming a 10% annual return.

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST allocates $1,078,350.00 to match its employees' contributions, providing an employer match rate of 33.98% of their contributions

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is 12.48%.

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is 18.16%. This measures the effectiveness of the plan participants' investments in the year.

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST is 0.09%.

Enrollment Features

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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