How big is Norris & SON, Inc.'s plan?

Norris & SON, Inc.'s plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20250715122920NAL0001598707001

Norris & SON, Inc.

Name: Norris & SON, Inc. — Norris & SON, Inc. Profit, Form 5500 (2024)
Creator: Norris & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norris & SON, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Norris & SON, Inc.'s Norris & SON, Inc. Profit Sharing Plan held $3.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Norris & SON, Inc.'s EIN is 62-0860028.

EIN 62-0860028

Plan number 001

Plan year 2024

ACK ID 20250715122920NAL0001598707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Norris & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Norris & SON, Inc.'s plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORRIS & SON, INC..

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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