How big is Morris & Wells Wealth Management, LLC's plan?

Morris & Wells Wealth Management, LLC's plan reported $10.4M in assets and 5 participants for 2022.

Original filing (PDF)20230728100216NAL0007135827004

Morris & Wells Wealth Management, LLC

Name: Morris & Wells Wealth Management, LLC — Darrell &, Form 5500 (2022)
Creator: Morris & Wells Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Darrell & King, LLC PS Plan

Defined-contribution retirement plan · Morris & Wells Wealth Management, LLC's Darrell & King, LLC PS Plan held $10.4M in plan assets for 5 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Morris & Wells Wealth Management, LLC's EIN is 45-4627181.

EIN 45-4627181

Plan number 002

Plan year 2022

ACK ID 20230728100216NAL0007135827004

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Morris & Wells Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Morris & Wells Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRIS & WELLS WEALTH MANAGEMENT, LLC.

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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

Knocking points off