How big is Morrissey Wealth Management LLC's plan?

Morrissey Wealth Management LLC's plan reported $784K in assets and 2 participants for 2024.

Original filing (PDF)20251007225436NAL0005030481001

Morrissey Wealth Management LLC

Name: Morrissey Wealth Management LLC — MWM 401(k), Form 5500 (2024)
Creator: Morrissey Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWM 401(k)

401(k) retirement plan · Morrissey Wealth Management LLC's MWM 401(k) held $784K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

People on this filing

Ryan Morrissey signed Morrissey Wealth Management LLC's 2024 Form 5500 as plan administrator.

Ryan Morrissey — 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

Morrissey Wealth Management LLC's EIN is 82-3443865.

EIN 82-3443865

Plan number 001

Plan year 2024

ACK ID 20251007225436NAL0005030481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morrissey Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morrissey Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRISSEY WEALTH MANAGEMENT LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MORRISSEY WEALTH MANAGEMENT LLC

DBA

MORRISSEY WEALTH MANAGEMENT

EIN

all filings

Address

116 WASHINGTON AVE STE 3 · NORTH HAVEN, CT · 064731721

Phone

(860) 986-7881

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