VFTC TR KAREN MORRIS INDIVIDUAL 401 K FBO KAREN P MORRIS
Form 5500-SF
FILING_RECEIVED
VFTC TR KAREN MORRIS INDIVIDUAL 401(K) FBO KAREN P
401(k) retirement plan
Signals · 2
Late filing · 2.5 moHigh average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$341K
Net assets (EOY)
$341K
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
90
Total plan cost
n/a
Plan health
88
Vendor & structure
100
Knocking points off
Filed 2.5 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VFTC TR KAREN MORRIS INDIVIDUAL 401 K FBO KAREN P MORRIS.
Plan sponsor
Name
VFTC TR KAREN MORRIS INDIVIDUAL 401 K FBO KAREN P MORRIS
EIN
26-1504006
Address
20 THOMPSON STREET · ANNAPOLIS, MD · 21401
Phone
(410) 212-1879
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
VFTC TR KAREN MORRIS INDIVIDUAL 401(K) FBO KAREN P MORRIS
EIN
26-1504006
City
ANNAPOLIS, MD
Phone
(410) 212-1879
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-02
Pension benefit codes
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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