How big is Morris & McDaniel, Inc.'s plan?

Morris & McDaniel, Inc.'s plan reported $2.0M in assets and 25 participants for 2024.

Original filing (PDF)20251002134231NAL0000843360001

Morris & McDaniel, Inc.

Name: Morris & McDaniel, Inc. — Morris & McDaniel 401(k), Form 5500 (2024)
Creator: Morris & McDaniel, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris & McDaniel 401(k) Plan

401(k) retirement plan · Morris & McDaniel, Inc.'s Morris & McDaniel 401(k) Plan held $2.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Morris & McDaniel, Inc.'s EIN is 64-0595753.

EIN 64-0595753

Plan number 001

Plan year 2024

ACK ID 20251002134231NAL0000843360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morris & McDaniel, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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. 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