What public Form 5500 filings show about the James C Morrison, Jr. Dmdpa 401(k) plan — and how to find and check your own account.
James C Morrison, Jr. Dmdpa (EIN 20-4310905) reports MO-BERI REWARDS PROGRAM on its most recent Form 5500, with $454K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full James C Morrison, Jr. Dmdpa filing — schedules, fees, and providers.
James C Morrison, Jr. Dmdpa’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask James C Morrison, Jr. DmdpaHR for the recordkeeper’s name and login.