Original filing (PDF)20250807075929NAL0010447794001

MORRIS BEAN & COMPANY

Name: MORRIS BEAN & COMPANY — RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY, Form 5500 (2024)
Creator: MORRIS BEAN & COMPANY

Form 5500-SF

FILING_RECEIVED

RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS BEAN & COMPANY.

Plan sponsor

Name

MORRIS BEAN & COMPANY

EIN

31-0510640

Address

777 E HYDE RD · YELLOW SPRINGS, OH · 45387

Phone

(937) 767-7301

Industry

Manufacturingsee all

Plan administrator

Name

RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY

EIN

31-0972644

City

YELLOW SPRING, OH

Phone

(937) 767-7301

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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