Original filing (PDF)20250918145528NAL0003485794001

MORROW INSURANCE AGENCY, INC.

Name: MORROW INSURANCE AGENCY, INC. — MORROW INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: MORROW INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

MORROW INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 MORROW INSURANCE AGENCY, INC..

Plan sponsor

Name

MORROW INSURANCE AGENCY, INC.

EIN

56-0330600

Address

800 BEVERLY HANKS CENTRE · HENDERSONVILLE, NC · 28792

Phone

(828) 693-5396

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

BOARD OF DIRECTORS, OR THE COMMITTEE OR PERSON THEY APPOINT

EIN

56-0330600

City

HENDERSONVILLE, NC

Phone

(828) 693-5396

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3C · Not intended to be qualified

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

Service providers (Schedule C)

Small plans don't disclose service providers

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