How big is Palecek Morrison & Associates LL's plan?

Palecek Morrison & Associates LL's plan reported $15K in assets and 4 participants for 2024.

Original filing (PDF)20250603064438NAL0018257776001

Palecek Morrison & Associates LL

Name: Palecek Morrison & Associates LL — Palecek Morrison, Form 5500 (2024)
Creator: Palecek Morrison & Associates LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palecek Morrison & Associates

401(k) retirement plan · Palecek Morrison & Associates LL's Palecek Morrison & Associates held $15K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Caroline Morrison signed Palecek Morrison & Associates LL's 2024 Form 5500 as plan administrator.

Caroline Morrison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Palecek Morrison & Associates LL's EIN is 27-5015506.

EIN 27-5015506

Plan number 001

Plan year 2024

ACK ID 20250603064438NAL0018257776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palecek Morrison & Associates LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palecek Morrison & Associates LL'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 PALECEK MORRISON & ASSOCIATES LL.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off