How big is Kelly Morris LLC's plan?

Kelly Morris LLC's plan reported $170K in assets and 32 participants for 2025.

Original filing (PDF)20260522115307NAL0003499856001

Kelly Morris LLC

Name: Kelly Morris LLC — Kelly Morris LLC 401(k) Profit, Form 5500 (2025)
Creator: Kelly Morris LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly Morris LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kelly Morris LLC's Kelly Morris LLC 401(k) Profit Sharing Plan & Trust held $170K in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

Plan identifiers

Kelly Morris LLC's EIN is 27-3013768.

EIN 27-3013768

Plan number 001

Plan year 2025

ACK ID 20260522115307NAL0003499856001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelly Morris LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelly Morris 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 KELLY MORRIS 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

Knocking points off