How big is Bond & Morris PC's plan?

Bond & Morris PC's plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20250726155707NAL0003720787001

Bond & Morris PC

Name: Bond & Morris PC — Bond & Morris PC 401(k) Profit, Form 5500 (2024)
Creator: Bond & Morris PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bond & Morris PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bond & Morris PC's Bond & Morris PC 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nicholas J Morris signed Bond & Morris PC's 2024 Form 5500 as plan administrator.

Nicholas J Morris — 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

Bond & Morris PC's EIN is 84-1081308.

EIN 84-1081308

Plan number 001

Plan year 2024

ACK ID 20250726155707NAL0003720787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bond & Morris PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bond & Morris PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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