How big is Ryan Morton & IMMS, LLC's plan?

Ryan Morton & IMMS, LLC's plan reported $929K in assets and 4 participants for 2024.

Original filing (PDF)20251010145933NAL0004352675001

Ryan Morton & IMMS, LLC

Name: Ryan Morton & IMMS, LLC — Ryan Morton & IMMS 401(k), Form 5500 (2024)
Creator: Ryan Morton & IMMS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ryan Morton & IMMS 401(k) Profit Sharing Plan

401(k) retirement plan · Ryan Morton & IMMS, LLC's Ryan Morton & IMMS 401(k) Profit Sharing Plan held $929K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$929K

Net assets (EOY)

$929K

Plan identifiers

Ryan Morton & IMMS, LLC's EIN is 27-2949914.

EIN 27-2949914

Plan number 001

Plan year 2024

ACK ID 20251010145933NAL0004352675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ryan Morton & IMMS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ryan Morton & IMMS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RYAN MORTON & IMMS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

RYAN MORTON & IMMS, LLC

EIN

all filings

Address

999 WEST CHESTER PIKE · SUITE 201 · WEST CHESTER, PA · 19382

Phone

(610) 430-1428

Industry

Law Offices· Professional & Technical Services

Plan administrator