Jeffrey L. Morrill OD PC 401(k) Plan

The Jeffrey L. Morrill OD PC 401(k) on its latest Form 5500

Jeffrey L. Morrill OD PC (EIN 04-3402964) reports JEFFREY L MORRILL OD, PC RETIREMENT PLAN on its most recent Form 5500, with $1.1M in plan assets across 8 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 Jeffrey L. Morrill OD PC filing — schedules, fees, and providers.

Who runs the Jeffrey L. Morrill OD PC 401(k)?

Jeffrey L. Morrill OD PC’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 Jeffrey L. Morrill OD PCHR for the recordkeeper’s name and login.

How to check your Jeffrey L. Morrill OD PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jeffrey L. Morrill OD PC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).