Original filing (PDF)20250711052318NAL0016666594001

ALBERT G. MORGAN

Name: ALBERT G. MORGAN — ALBERT G. MORGAN DBA DISCOUNT SHOE STORE 401K, Form 5500 (2024)
Creator: ALBERT G. MORGAN

Form 5500-SF

FILING_RECEIVED

ALBERT G. MORGAN DBA DISCOUNT SHOE STORE 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALBERT G. MORGAN.

Plan sponsor

Name

ALBERT G. MORGAN

EIN

27-1490006

Address

1263 BREVARD ROAD · ASHEVILLE, NC · 28806

Phone

(828) 667-0085

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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