Original filing (PDF)20250702125704NAL0013703361001

BRUCE MORRIS INSURANCE & FINANCIAL

Name: BRUCE MORRIS INSURANCE & FINANCIAL — BRUCE MORRIS INSURANCE & FINANCIAL PLAN, Form 5500 (2024)
Creator: BRUCE MORRIS INSURANCE & FINANCIAL

Form 5500-SF

FILING_RECEIVED

BRUCE MORRIS INSURANCE & FINANCIAL PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUCE MORRIS INSURANCE & FINANCIAL.

Plan sponsor

Name

BRUCE MORRIS INSURANCE & FINANCIAL

EIN

27-1008992all filings

Address

1600 S MAIN STREET · SUITE A · GREENSBORO, GA · 30642

Phone

(706) 454-1670

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator