MORRIS JAMES LLP 401(k) Plan
What public Form 5500 filings show about the MORRIS JAMES LLP 401(k) plan — and how to find and check your own account.
The MORRIS JAMES LLP 401(k) on its latest Form 5500
MORRIS JAMES LLP (EIN 51-0023480) reports MORRIS JAMES LLP RETIREMENT PLAN on its most recent Form 5500, with $69.0M in plan assets across 162 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 MORRIS JAMES LLP filing — schedules, fees, and providers.
Who runs the MORRIS JAMES LLP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MORRIS JAMES LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HERITAGE ADMINISTRATIVE SERVICES, CAMBRIDGE INV RESEARCH.
How to check your MORRIS JAMES LLP 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask MORRIS JAMES LLP 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).