How big is Jeffrey L. Morrill OD PC's plan?

Jeffrey L. Morrill OD PC's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250721184627NAL0004711250001

Jeffrey L. Morrill OD PC

Name: Jeffrey L. Morrill OD PC — Jeffrey L Morrill OD, PC, Form 5500 (2024)
Creator: Jeffrey L. Morrill OD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L Morrill OD, PC Retirement Plan

401(k) retirement plan · Jeffrey L. Morrill OD PC's Jeffrey L Morrill OD, PC Retirement Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shirley Horner signed Jeffrey L. Morrill OD PC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey L. Morrill OD PC's EIN is 04-3402964.

EIN 04-3402964

Plan number 001

Plan year 2024

ACK ID 20250721184627NAL0004711250001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L. Morrill OD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L. Morrill OD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY L. MORRILL OD PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off