· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORRIS, HAYNES, HORNSBY, WHEELES AND KNOWLES LLP — MORRIS HAYNES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825091408NAL0007439713001
MORRIS, HAYNES, HORNSBY, WHEELES AND KNOWLES LLP
Form 5500-SF
FILING_RECEIVED
MORRIS HAYNES 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
17
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MORRIS, HAYNES, HORNSBY, WHEELES AND KNOWLES LLP
.
Find decision makers
Plan sponsor
Name
MORRIS, HAYNES, HORNSBY, WHEELES AND KNOWLES LLP
EIN
63-1039329
Address
131 MAIN STREET · ALEXANDER CITY, AL · 35011
Phone
(256) 329-2000
Industry
Law Offices
· Professional & Technical Services
see 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
2025-08-25
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)
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
CUNNINGHAM & MEARS, P.C.
CUNNINGHAM & MEARS 401(K) PLAN
$2.1M · 8 participants
DERFNER & ALTMAN, LLC
DERFNER & ALTMAN 401(K) PROFIT SHARING PLAN
$2.1M · 6 participants
LAW OFFICES OF S.J. CHRISTINE YANG A PROFESSIONAL LAW CORPORATION
LAW OFFICES OF S.J CHRISTINE YANG, A PRO. CORP. RETIREMENT PLAN
$2.1M · 1 participants
TED W. WEEKS IV P.A.
TED W. WEEKS IV P.A. CASH BALANCE PLAN
$2.1M · 3 participants
MONZO CATANESE, P.C.
MONZO CATANESE, P.C. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 13 participants
LEVOW DWI LAW
LEVOW & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
$2.1M · 4 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants
