How big is Steven W Morse Inc.'s plan?

Steven W Morse Inc.'s plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20251010120447NAL0004578243001

Steven W Morse Inc.

Name: Steven W Morse Inc. — Steven W Morse Inc. Retirement, Form 5500 (2024)
Creator: Steven W Morse Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven W Morse Inc. Retirement Trust

Defined-contribution retirement plan · Steven W Morse Inc.'s Steven W Morse Inc. Retirement Trust held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Steven W Morse signed Steven W Morse Inc.'s 2024 Form 5500 as plan administrator.

Steven W Morse — 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

Steven W Morse Inc.'s EIN is 38-2642996.

EIN 38-2642996

Plan number 001

Plan year 2024

ACK ID 20251010120447NAL0004578243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven W Morse Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven W Morse Inc.'s plan includes profit-sharing, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN W MORSE INC.

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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