Original filing (PDF)20250728121931NAL0003303954001

CHAD M. MORRIS, DDS

Name: CHAD M. MORRIS, DDS — RETIREMENT INCOME SECURITY PLAN-CHAD M. MORRIS DDS, Form 5500 (2024)
Creator: CHAD M. MORRIS, DDS

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-CHAD M. MORRIS DDS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAD M. MORRIS, DDS.

Plan sponsor

Name

CHAD M. MORRIS, DDS

EIN

72-1498911

Address

4488 CHURCH ST. · ZACHARY, LA · 70791

Phone

(225) 654-3964

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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