How big is Morris, Laing, Evans, Brock & Kennedy Chrtd's plan?

Morris, Laing, Evans, Brock & Kennedy Chrtd's plan reported $15.5M in assets and 63 participants for 2025.

Original filing (PDF)20260326101100NAL0007661328001

Morris, Laing, Evans, Brock & Kennedy Chrtd

Name: Morris, Laing, Evans, Brock & Kennedy Chrtd — Form 5500 Plan 001 (2025)
Creator: Morris, Laing, Evans, Brock & Kennedy Chrtd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris, Laing, Evans, Brock & Kennedy, Chartered, 401(k) Profit Sharing Plan

401(k) retirement plan · Morris, Laing, Evans, Brock & Kennedy Chrtd's Morris, Laing, Evans, Brock & Kennedy, Chartered, 401(k) Profit Sharing Plan held $15.5M in plan assets for 63 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

Steven Regier signed Morris, Laing, Evans, Brock & Kennedy Chrtd's 2025 Form 5500 as plan administrator.

Steven Regier — 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

Morris, Laing, Evans, Brock & Kennedy Chrtd's EIN is 48-0770887.

EIN 48-0770887

Plan number 001

Plan year 2025

ACK ID 20260326101100NAL0007661328001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morris, Laing, Evans, Brock & Kennedy Chrtd from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morris, Laing, Evans, Brock & Kennedy Chrtd'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 MORRIS, LAING, EVANS, BROCK & KENNEDY CHRTD.

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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