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Original filing (PDF)20250729090426NAL0003563296001
MORRISONS AUTO-RITE INC.
Form 5500-SF
FILING_RECEIVED
MORRISON'S AUTO-RITE 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRISONS AUTO-RITE INC..
Plan sponsor
Name
MORRISONS AUTO-RITE INC.
EIN
04-2732365
Address
475 CENTRE STREET · JAMAICA PLAIN, MA · 02130
Phone
(617) 522-4444
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
COMPASS 360,LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2K · 401(m) arrangement
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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