Original filing (PDF)20250623081641NAL0006138241001

MORRILL LAW FIRM

Name: MORRILL LAW FIRM — MORRILL LAW FIRM 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MORRILL LAW FIRM

Form 5500-SF

FILING_RECEIVED

MORRILL LAW FIRM 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRILL LAW FIRM.

Plan sponsor

Name

MORRILL LAW FIRM

EIN

47-2765512

Address

201 N CIVIC DR · STE 230 · WALNUT CREEK, CA · 94596

Phone

(925) 322-8615

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICES OF EDMOND CHAKMAKIAN, INC.

LAW OFFICES OF EDMOND CHAKMAKIAN, INC. CASH BALANCE PLAN

$1.5M · 2 participants

J. CRAIG DELESIE, JR., LITIGATION ATTORNEY, PLLC

J. CRAIG DELESIE, JR., LITIGATION ATTORNEY 401(K) PLAN

$1.5M · 2 participants

CLEMENT & MURPHY, PLLC

CLEMENT & MURPHY, PLLC 401(K) PLAN

$1.5M · 19 participants

STERBA & SWOPE LLP

STERBA & SWOPE, LLP 401(K) PLAN

$1.5M · 5 participants

LAW OFFICES OF AIDALA, BERTUNA & KAMINS PC

LAW OFFICES OF AIDALA, BERTUNA & KAMINS, P.C. PROFIT SHARING PLAN