Original filing (PDF)20250721105234NAL0003497394001

CHERIE MORRISON INSURANCE AND FINANCIAL

Name: CHERIE MORRISON INSURANCE AND FINANCIAL — CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN, Form 5500 (2024)
Creator: CHERIE MORRISON INSURANCE AND FINANCIAL

Form 5500-SF

FILING_RECEIVED

CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHERIE MORRISON INSURANCE AND FINANCIAL.

Plan sponsor

Name

CHERIE MORRISON INSURANCE AND FINANCIAL

EIN

80-0334050all filings

Address

109 SALEM TOWNE COURT · APEX, NC · 27502

Phone

(919) 387-9866

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator