· 2022–2024 · DOL EFAST2

MORRISON ASSET MANAGEMENT, LLC — MORRISON ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)

Original filing (PDF)20230728133225NAL0026638498001

MORRISON ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MORRISON ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

MORRISON ASSET MANAGEMENT, LLC

EIN

27-4568825all filings

Address

1542 S. TIMESQUARE LANE, SUITE 102 · SUITE 102 · BOISE, ID · 83709

Phone

(208) 789-0888

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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