· 2022–2024 · DOL EFAST2

MORRISON DILWORTH AND WALLS, LLC — MORRISON DILWORTH AND WALLS, LLC 401K PLAN, Form 5500 (2022)

Original filing (PDF)20240417050443NAL0002180609001

MORRISON DILWORTH AND WALLS, LLC

Form 5500-SF

FILING_RECEIVED

MORRISON DILWORTH AND WALLS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.0 mo

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

Plan health score

Above-average plan

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

80

Total plan cost

n/a

Plan health

65

Vendor & structure

100

Knocking points off

Filed 5.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MORRISON DILWORTH AND WALLS, LLC

EIN

27-4603527all filings

Address

3303 LEE PKWY STE 500 · DALLAS, TX · 75219

Phone

(972) 685-3354

Industry

Professional & Technical Servicessee 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

2024-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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