What public Form 5500 filings show about the Thomas Joseph Morris III 401(k) plan — and how to find and check your own account.
Thomas Joseph Morris III (EIN 80-0502006) reports THOMAS JOSEPH MORRIS III 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $584K in plan assets across 10 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 Thomas Joseph Morris III filing — schedules, fees, and providers.
Thomas Joseph Morris III’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 Thomas Joseph Morris IIIHR for the recordkeeper’s name and login.
