How big is Craig Morris' plan?

Craig Morris' plan reported $10.0M in assets and 3 participants for 2024.

Original filing (PDF)20250710155243NAL0015493762001

Craig Morris

Name: Craig Morris — Craig Morris, CPA Safe Harbor 401(k), Form 5500 (2024)
Creator: Craig Morris
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Craig Morris, CPA Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Craig Morris' Craig Morris, CPA Safe Harbor 401(k) Profit Sharing Plan held $10.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Craig Morris signed Craig Morris' 2024 Form 5500 as plan administrator.

Craig Morris — 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

Craig Morris' EIN is 11-2674796.

EIN 11-2674796

Plan number 003

Plan year 2024

ACK ID 20250710155243NAL0015493762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Craig Morris from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Craig Morris' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAIG MORRIS.

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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

Helping the score