Original filing (PDF)20251010120447NAL0004578243001

STEVEN W MORSE INC

Name: STEVEN W MORSE INC — STEVEN W MORSE INC RETIREMENT TRUST, Form 5500 (2024)
Creator: STEVEN W MORSE INC

Form 5500-SF

FILING_RECEIVED

STEVEN W MORSE INC RETIREMENT TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 STEVEN W MORSE INC.

Plan sponsor

Name

STEVEN W MORSE INC

EIN

38-2642996

Address

3680 W LIBERTY · ANN ARBOR, MI · 48103

Phone

(734) 663-9254

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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