How big is Morris, Inc.'s plan?

Morris, Inc.'s plan reported $3.2M in assets and 22 participants for 2024.

Original filing (PDF)20250605152759NAL0009255843001

Morris, Inc.

Name: Morris, Inc. — Morris, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Morris, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Morris, Inc.'s Morris, Inc. 401(k) Profit Sharing Plan held $3.2M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Morris, Inc.'s EIN is 38-4017114.

EIN 38-4017114

Plan number 001

Plan year 2024

ACK ID 20250605152759NAL0009255843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morris, Inc.'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, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

MORRIS, INC.

EIN

all filings

Address

5151 CALIFORNIA AVENUE · SUITE 250 · IRVINE, CA · 92617

Phone

(949) 825-7020

Industry

Construction

Plan administrator