Original filing (PDF)20251222144206NAL0005110691001

MORGAN & MYERS, INC.

Name: MORGAN & MYERS, INC. — MORGAN & MYERS, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: MORGAN & MYERS, INC.

Form 5500-SF

FILING_RECEIVED

MORGAN & MYERS, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$19

Net assets (EOY)

$19

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MORGAN & MYERS, INC.

EIN

39-1235127all filings

Address

N16 W23233 STONE RIDGE DRIVE · SUITE 200 · WAUKESHA, WI · 53188

Phone

(262) 650-7260

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

2025-12-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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