How big is MOR Investments LLC's plan?

MOR Investments LLC's plan reported $265K in assets and 5 participants for 2025.

Original filing (PDF)20260424220911NAL0006472225082

MOR Investments LLC

Name: MOR Investments LLC — MOR Investments LLC 401(k), Form 5500 (2025)
Creator: MOR Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MOR Investments LLC 401(k) Plan

401(k) retirement plan · MOR Investments LLC's MOR Investments LLC 401(k) Plan held $265K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

People on this filing

Elantha Barry signed MOR Investments LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

MOR Investments LLC's EIN is 85-1390189.

EIN 85-1390189

Plan number 001

Plan year 2025

ACK ID 20260424220911NAL0006472225082

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MOR Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MOR Investments LLC'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 MOR INVESTMENTS 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MOR INVESTMENTS LLC

EIN

all filings

Address

8902 N DALE MABRY HWY · SUITE 117 · TAMPA, FL · 33614

Phone

(813) 280-2368

Industry

Finance & Insurance

Plan administrator