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RD MORRISON DBA DENISE MORRISON INTERIORS — RD MORRISON DBA DENISE MORRISON INTERIORS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251124180315NAL0002066161001
RD MORRISON DBA DENISE MORRISON INTERIORS
Form 5500-SF
FILING_RECEIVED
RD MORRISON DBA DENISE MORRISON INTERIORS 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 36.3 mo
Active participants
16
Accounts w/ balance
13
Plan assets (EOY)
$92K
Net assets (EOY)
$92K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
RD MORRISON DBA DENISE MORRISON INTERIORS
.
Find decision makers
Plan sponsor
Name
RD MORRISON DBA DENISE MORRISON INTERIORS
EIN
20-0812736
Address
510 GOETZ AVE · SANTA ANA, CA · 927073712
Phone
(949) 291-5384
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
062
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-11-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 36.3 months past the 10.5-month grace window.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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