· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORGAN, BROWN & JOY, LLP — MORGAN, BROWN & JOY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014135802NAL0004165936001
MORGAN, BROWN & JOY, LLP
Form 5500-SF
FILING_RECEIVED
MORGAN, BROWN & JOY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
66
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MORGAN, BROWN & JOY, LLP
.
Find decision makers
Plan sponsor
Name
MORGAN, BROWN & JOY, LLP
EIN
04-2264216
Address
28 STATE STREET, 16TH FLOOR · BOSTON, MA · 02109
Phone
(617) 788-5032
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CUNNINGHAM BOUNDS, LLC
CUNNINGHAM BOUNDS, LLC 401(K) PROFIT SHARING PLAN
$29.6M · 51 participants
HANCOCK, DANIEL & JOHNSON, P.C.
HANCOCK, DANIEL & JOHNSON, P.C. 401(K) RETIREMENT PLAN
$29.6M · 99 participants
SHIPMAN & GOODWIN LLP
SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES
$29.6M · 110 participants
KECHES LAW GROUP, P. C.
KECHES LAW GROUP, P. C. 401(K) PROFIT SHARING PLAN
$29.6M · 134 participants
KIRBY MCINERNEY LLP
KIRBY MCINERNEY LLP RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$29.6M · 46 participants
MORRISON MAHONEY LLP
MORRISON MAHONEY LLP ASSOCIATE 401(K) PLAN
$29.7M · 163 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
