How big is Morton & Wasmer Builders, LLC's plan?

Morton & Wasmer Builders, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250729133932NAL0003969488001

Morton & Wasmer Builders, LLC

Name: Morton & Wasmer Builders, LLC — Morton Wasmer, Form 5500 (2024)
Creator: Morton & Wasmer Builders, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton Wasmer Builders 401(k) Plan

401(k) retirement plan · Morton & Wasmer Builders, LLC's Morton Wasmer Builders 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Morton & Wasmer Builders, LLC's EIN is 20-8709935.

EIN 20-8709935

Plan number 001

Plan year 2024

ACK ID 20250729133932NAL0003969488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morton & Wasmer Builders, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morton & Wasmer Builders, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTON & WASMER BUILDERS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MORTON & WASMER BUILDERS, LLC

EIN

all filings

Address

2645 DAVIS BLVD · NAPLES, FL · 34104

Phone

(239) 263-2400

Industry

Construction

Plan administrator