How big is Morris BEAN & Company's plan?

Morris BEAN & Company's plan reported $8.1M in assets and 30 participants for 2024.

Original filing (PDF)20250807093759NAL0010643682001

Morris BEAN & Company

Name: Morris BEAN & Company — Morris BEAN Retirement Plan, Form 5500 (2024)
Creator: Morris BEAN & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris BEAN Retirement Plan

401(k) retirement plan · Morris BEAN & Company's Morris BEAN Retirement Plan held $8.1M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Patricia Oldiges signed Morris BEAN & Company's 2024 Form 5500 as plan administrator.

Patricia Oldiges — 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

Morris BEAN & Company's EIN is 31-0510640.

EIN 31-0510640

Plan number 002

Plan year 2024

ACK ID 20250807093759NAL0010643682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morris BEAN & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morris BEAN & Company'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 MORRIS BEAN & COMPANY.

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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

Helping the score