How big is Morre & Company, LLP's plan?

Morre & Company, LLP's plan reported $992K in assets and 10 participants for 2024.

Original filing (PDF)20250925164558NAL0019925474001

Morre & Company, LLP

Name: Morre & Company, LLP — Morre & Company Retirement, Form 5500 (2024)
Creator: Morre & Company, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morre & Company Retirement Plan

401(k) retirement plan · Morre & Company, LLP's Morre & Company Retirement Plan held $992K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$992K

Net assets (EOY)

$992K

People on this filing

Linda Panichelli signed Morre & Company, LLP's 2024 Form 5500 as plan administrator.

Linda Panichelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morre & Company, LLP's EIN is 68-0391337.

EIN 68-0391337

Plan number 001

Plan year 2024

ACK ID 20250925164558NAL0019925474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morre & Company, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morre & Company, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRE & COMPANY, LLP.

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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