How big is Norris, Inc.'s plan?

Norris, Inc.'s plan reported $2.8M in assets and 64 participants for 2025.

Original filing (PDF)20260225123348NAL0003229280001

Norris, Inc.

Name: Norris, Inc. — Norris, Inc. 403(b) Plan, Form 5500 (2025)
Creator: Norris, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norris, Inc. 403(b) Plan

403(b) retirement plan · Norris, Inc.'s Norris, Inc. 403(b) Plan held $2.8M in plan assets for 64 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

David Tuttle signed Norris, Inc.'s 2025 Form 5500 as plan administrator.

David Tuttle — 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

Norris, Inc.'s EIN is 39-0833609.

EIN 39-0833609

Plan number 002

Plan year 2025

ACK ID 20260225123348NAL0003229280001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Norris, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Norris, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NORRIS, INC.

EIN

all filings

Address

W247 S10395 CENTER DR · MUKWONAGO, WI · 53149

Phone

(262) 910-3811

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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