How big is Morse & Co., PLLC's plan?

Morse & Co., PLLC's plan reported $1.7M in assets and 21 participants for 2024.

Original filing (PDF)20250611081523NAL0044898482001

Morse & Co., PLLC

Name: Morse & Co., PLLC — Morse & Co., PLLC 401(k) Plan, Form 5500 (2024)
Creator: Morse & Co., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morse & Co., PLLC 401(k) Plan

401(k) retirement plan · Morse & Co., PLLC's Morse & Co., PLLC 401(k) Plan held $1.7M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

SUE Bement signed Morse & Co., PLLC's 2024 Form 5500 as plan administrator.

SUE Bement — 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

Morse & Co., PLLC's EIN is 45-3705962.

EIN 45-3705962

Plan number 001

Plan year 2024

ACK ID 20250611081523NAL0044898482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morse & Co., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morse & Co., PLLC'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 MORSE & CO., PLLC.

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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

Helping the score