Mori Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Mori Associates, Inc. 401(k) Plan Facts

Plan name
MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MORI ASSOCIATES, INC.
Participants
565 (350 active employees)
Former employees with a balance
214
Plan assets
$35,456,581 at Dec 31, 2024
Average account balance
$74,803 across 474 accounts
Employer contributions
$857,349 in plan year 2024 (15% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.60 million went into the plan in contributions, $857,349 of it from the employer (15%).
  • $6.01 million was paid out to participants.
  • Investment and other income added $4.19 million.
  • Administrative expenses were $80,647, about $170 per account.

How the Mori Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019428$17.3 million$665,392$1.55 million
2020468$22.9 million$1.06 million$1.70 million
2021554$29.8 million$1.27 million$1.73 million
2022570$28.2 million$1.34 million$1.64 million
2023615$31.8 million$1.08 million$6.41 million
2024565$35.5 million$857,349$6.01 million

Mori Associates, Inc. 401(k) Contact Information

Phone
301-468-6674
Mailing address
6116 EXECUTIVE BLVD., SUITE 720, NORTH BETHESDA MD 20852
Plan sponsor
MORI ASSOCIATES, INC.
Employer identification number (EIN)
52-1937913
Plan number
001

Questions about the Mori Associates, Inc. 401(k)

Does Mori Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $857,349, 15% of all contributions.

Does the Mori Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Mori Associates, Inc 401(k) plan?

565 participants at the start of plan year 2024, 350 of them active employees, and 214 former employees who still had money in the plan.

What is the average 401(k) balance at Mori Associates, Inc?

About $74,803 per account: $35.5 million in plan assets across 474 accounts with a balance at the end of plan year 2024.

Who manages the Mori Associates, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mori Associates, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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