How big is CHAD M. Morris, DDS' plan?

CHAD M. Morris, DDS' plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250728121931NAL0003303954001

CHAD M. Morris, DDS

Name: CHAD M. Morris, DDS — Retirement Income Security, Form 5500 (2024)
Creator: CHAD M. Morris, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-CHAD M. Morris DDS

401(k) retirement plan · CHAD M. Morris, DDS' Retirement Income Security Plan-CHAD M. Morris DDS held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Steven Stout signed CHAD M. Morris, DDS' 2024 Form 5500 as plan administrator.

Steven Stout — 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

CHAD M. Morris, DDS' EIN is 72-1498911.

EIN 72-1498911

Plan number 003

Plan year 2024

ACK ID 20250728121931NAL0003303954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHAD M. Morris, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHAD M. Morris, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAD M. MORRIS, DDS.

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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