· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORTON, REED, COUNTS, BRIGGS & ROBB, LLC — MORTON, REED, COUNTS, BRIGGS & ROBB, LLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723133934NAL0010536194001
MORTON, REED, COUNTS, BRIGGS & ROBB, LLC
Form 5500-SF
FILING_RECEIVED
MORTON, REED, COUNTS, BRIGGS & ROBB, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MORTON, REED, COUNTS, BRIGGS & ROBB, LLC
.
Find decision makers
Plan sponsor
Name
MORTON, REED, COUNTS, BRIGGS & ROBB, LLC
EIN
44-0577059
Address
2301 VILLAGE DR., SUITE B · ST. JOSEPH, MO · 64506
Phone
(816) 232-8411
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-23
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
EARL & CURLEY, PC
EARL & CURLEY, P.C. 401(K) PLAN
$3.4M · 4 participants
HAMILTON WEBER LLC
HAMILTON WEBER LLC 401(K) PLAN
$3.4M · 14 participants
WILLMARTH RAMAR PARADISO PC DBA RAMAR PARADISO PC
RAMAR & PARADISO, P.C. 401(K) PLAN
$3.4M · 14 participants
COWAN LAW FIRM, LLC
COWAN LAW FIRM, LLC PROFIT SHARING 401(K) PLAN
$3.4M · 6 participants
KOTLAR, HERNANDEZ AND COHEN LLC
ADAM M. KOTLAR, LLC 401(K) PLAN
$3.4M · 56 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HENNESSEY & BIENSTOCK LLP
HENNESSEY & BIENSTOCK LLP RETIREMENT SAVINGS PLAN
$3.4M · 2 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B
