How big is Morrison Asset Management, LLC's plan?

Morrison Asset Management, LLC's plan reported $375K in assets and 3 participants for 2022.

Original filing (PDF)20230728132628NAL0026618178001

Morrison Asset Management, LLC

Name: Morrison Asset Management, LLC — Morrison Asset, Form 5500 (2022)
Creator: Morrison Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morrison Asset Management, LLC Cash Balance Plan

Defined-benefit pension plan · Morrison Asset Management, LLC's Morrison Asset Management, LLC Cash Balance Plan held $375K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

Plan identifiers

Morrison Asset Management, LLC's EIN is 27-4568825.

EIN 27-4568825

Plan number 003

Plan year 2022

ACK ID 20230728132628NAL0026618178001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Morrison Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Morrison Asset Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRISON ASSET MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score