What public Form 5500 filings show about the Morrison Asset Management, LLC 401(k) plan — and how to find and check your own account.
Morrison Asset Management, LLC (EIN 27-4568825) reports MORRISON ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $752K in plan assets across 5 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 Morrison Asset Management, LLC filing — schedules, fees, and providers.
Morrison Asset Management, LLC’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 Morrison Asset Management, LLCHR for the recordkeeper’s name and login.
