How big is Morris Financial Group Inc.'s plan?

Morris Financial Group Inc.'s plan reported $19K in assets and 3 participants for 2024.

Original filing (PDF)20250720082731NAL0000198321001

Morris Financial Group Inc.

Name: Morris Financial Group Inc. — Form 5500 (2024)
Creator: Morris Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Morris Financial Group Inc. held $19K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Nick Rice signed Morris Financial Group Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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 Financial Group Inc.'s EIN is 36-4926463.

EIN 36-4926463

Plan number 001

Plan year 2024

ACK ID 20250720082731NAL0000198321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morris Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morris Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL GROUP INC.

Finding similar companies…

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