How big is Frandsen Morrill Advisors' plan?

Frandsen Morrill Advisors' plan reported $648K in assets and 6 participants for 2024.

Original filing (PDF)20250403125100NAL0006383443001

Frandsen Morrill Advisors

Name: Frandsen Morrill Advisors — Frandsen Morrill, Form 5500 (2024)
Creator: Frandsen Morrill Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frandsen Morrill Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Frandsen Morrill Advisors' Frandsen Morrill Advisors 401(k) Profit Sharing Plan & Trust held $648K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

People on this filing

Travis Ewell signed Frandsen Morrill Advisors' 2024 Form 5500 as plan administrator.

Travis Ewell — 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

Frandsen Morrill Advisors' EIN is 46-1811585.

EIN 46-1811585

Plan number 001

Plan year 2024

ACK ID 20250403125100NAL0006383443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frandsen Morrill Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frandsen Morrill Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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