How big is Morgan Williamson LLP's plan?

Morgan Williamson LLP's plan reported $3.6M in assets and 38 participants for 2024.

Original filing (PDF)20251014103340NAL0003643296001

Morgan Williamson LLP

Name: Morgan Williamson LLP — Morgan Williamson LLP 401(k), Form 5500 (2024)
Creator: Morgan Williamson LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Williamson LLP 401(k) Plan

401(k) retirement plan · Morgan Williamson LLP's Morgan Williamson LLP 401(k) Plan held $3.6M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Morgan Williamson LLP's EIN is 75-1986963.

EIN 75-1986963

Plan number 001

Plan year 2024

ACK ID 20251014103340NAL0003643296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Williamson LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Williamson LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN WILLIAMSON 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