Original filing (PDF)20251015104002NAL0004320145001

MORRIS COLLEGE

Name: MORRIS COLLEGE — MORRIS COLLEGE 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: MORRIS COLLEGE

Form 5500

FILING_RECEIVED

MORRIS COLLEGE 403(B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS COLLEGE.

Plan sponsor

Name

MORRIS COLLEGE

EIN

57-6000734

Address

100 WEST COLLEGE STREET · SUMTER, SC · 291503599

Phone

(803) 775-9371

Industry

Educational Servicessee all

Plan administrator

Name

MORRIS COLLEGE

EIN

57-6000734

City

SUMTER, SC

Phone

(803) 775-9371

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

MAULDIN & JENKINS, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $174K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.