How big is Morris & Morris, Partners' plan?

Morris & Morris, Partners' plan reported $5.0M in assets and 4 participants for 2024.

Original filing (PDF)20250826112819NAL0004414227001

Morris & Morris, Partners

Name: Morris & Morris, Partners — Morris & Morris, Form 5500 (2024)
Creator: Morris & Morris, Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris & Morris, Partners 401(k) Plan

401(k) retirement plan · Morris & Morris, Partners' Morris & Morris, Partners 401(k) Plan held $5.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Deborah Field signed Morris & Morris, Partners' 2024 Form 5500 as plan administrator.

Deborah Field — 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

Morris & Morris, Partners' EIN is 26-0091405.

EIN 26-0091405

Plan number 001

Plan year 2024

ACK ID 20250826112819NAL0004414227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morris & Morris, Partners' 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 MORRIS & MORRIS, PARTNERS.

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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