How big is The William E. Morris Institut's plan?

The William E. Morris Institut's plan reported $210K in assets and 2 participants for 2024.

Original filing (PDF)20251001131918NAL0016172128001

The William E. Morris Institut

Name: The William E. Morris Institut — 403(b) Thrift Plan, Form 5500 (2024)
Creator: The William E. Morris Institut
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of the William E. Morris Institute for Justice

401(k) retirement plan · The William E. Morris Institut's 403(b) Thrift Plan for Employees of the William E. Morris Institute for Justice held $210K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

DREW Schaffer signed The William E. Morris Institut's 2024 Form 5500 as plan administrator.

DREW Schaffer — 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

The William E. Morris Institut's EIN is 86-0817170.

EIN 86-0817170

Plan number 001

Plan year 2024

ACK ID 20251001131918NAL0016172128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The William E. Morris Institut from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The William E. Morris Institut's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (96th percentile).

Plan sponsor

Name

THE WILLIAM E. MORRIS INSTITUT

EIN

all filings

Address

3707 N 7TH ST STE 300 · PHOENIX, AZ · 850145014

Phone

(602) 252-3432

Industry

Other Services (ex. Public Admin)

Plan administrator