How big is Tracy Morris Design LLC's plan?

Tracy Morris Design LLC's plan reported $500K in assets and 5 participants for 2024.

Original filing (PDF)20250723085857NAL0005031248001

Tracy Morris Design LLC

Name: Tracy Morris Design LLC — Tracy Morris Design LLC, Form 5500 (2024)
Creator: Tracy Morris Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tracy Morris Design LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tracy Morris Design LLC's Tracy Morris Design LLC 401(k) Profit Sharing Plan & Trust held $500K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

People on this filing

Tracy M. LI signed Tracy Morris Design LLC's 2024 Form 5500 as plan administrator.

Tracy M. LI — 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

Tracy Morris Design LLC's EIN is 92-0182530.

EIN 92-0182530

Plan number 001

Plan year 2024

ACK ID 20250723085857NAL0005031248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tracy Morris Design LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tracy Morris Design LLC'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 TRACY MORRIS DESIGN 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