Original filing (PDF)20230817141040NAL0000676304001

MORGAN TRIAL LAW, P.A.

Name: MORGAN TRIAL LAW, P.A. — MORGAN TRIAL LAW, P.A. 401K PLAN, Form 5500 (2022)
Creator: MORGAN TRIAL LAW, P.A.

Form 5500-SF

FILING_RECEIVED

MORGAN TRIAL LAW, P.A. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN TRIAL LAW, P.A..

Plan sponsor

Name

MORGAN TRIAL LAW, P.A.

EIN

26-1827276

Address

280 CANTON AVENUE SUITE 210 · WINTER PARK, FL · 32789

Phone

(407) 679-9900

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