How big is Keudell Morrison Wealth Manageme's plan?

Keudell Morrison Wealth Manageme's plan reported $3.5M in assets and 10 participants for 2024.

Original filing (PDF)20250522143429NAL0004668896001

Keudell Morrison Wealth Manageme

Name: Keudell Morrison Wealth Manageme — Keudell Morrison, Form 5500 (2024)
Creator: Keudell Morrison Wealth Manageme
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keudell Morrison Wealth Management 401(k) Profit Sharing

401(k) retirement plan · Keudell Morrison Wealth Manageme's Keudell Morrison Wealth Management 401(k) Profit Sharing held $3.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Amanda Shine signed Keudell Morrison Wealth Manageme's 2024 Form 5500 as plan administrator.

Amanda Shine — 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

Keudell Morrison Wealth Manageme's EIN is 45-4422907.

EIN 45-4422907

Plan number 001

Plan year 2024

ACK ID 20250522143429NAL0004668896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keudell Morrison Wealth Manageme from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keudell Morrison Wealth Manageme'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 KEUDELL MORRISON WEALTH MANAGEME.

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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