How big is Sandy Morris Insurance Services, LLC's plan?

Sandy Morris Insurance Services, LLC's plan reported $382K in assets and 11 participants for 2023.

Original filing (PDF)20250501152308NAL0003386465001

Sandy Morris Insurance Services, LLC

Name: Sandy Morris Insurance Services, LLC — Sandy Morris, Form 5500 (2023)
Creator: Sandy Morris Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sandy Morris 401(k) Plan

401(k) retirement plan · Sandy Morris Insurance Services, LLC's Sandy Morris 401(k) Plan held $382K in plan assets for 11 participants in 2023.

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

Plan identifiers

Sandy Morris Insurance Services, LLC's EIN is 81-2298236.

EIN 81-2298236

Plan number 001

Plan year 2023

ACK ID 20250501152308NAL0003386465001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sandy Morris Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sandy Morris Insurance Services, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANDY MORRIS INSURANCE SERVICES, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score