How big is YUN,DERY and Morgan, PC.'s plan?

YUN,DERY and Morgan, PC.'s plan reported $2.0M in assets and 16 participants for 2024.

Original filing (PDF)20250723185430NAL0002237667001

YUN,DERY and Morgan, PC.

Name: YUN,DERY and Morgan, PC. — YUN, DERY and Morgan, Form 5500 (2024)
Creator: YUN,DERY and Morgan, PC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YUN, DERY and Morgan 401(k) Plan

401(k) retirement plan · YUN,DERY and Morgan, PC.'s YUN, DERY and Morgan 401(k) Plan held $2.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jane Morgan signed YUN,DERY and Morgan, PC.'s 2024 Form 5500 as plan administrator.

Jane Morgan — 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

YUN,DERY and Morgan, PC.'s EIN is 86-3752501.

EIN 86-3752501

Plan number 001

Plan year 2024

ACK ID 20250723185430NAL0002237667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YUN,DERY and Morgan, PC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

YUN,DERY and Morgan, 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 YUN,DERY AND MORGAN, PC..

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

Knocking points off