How big is Morris, Sullivan Lemkul & Turtzo, LLP's plan?

Morris, Sullivan Lemkul & Turtzo, LLP's plan reported $4.1M in assets and 21 participants for 2024.

Original filing (PDF)20250923125653NAL0014831602001

Morris, Sullivan Lemkul & Turtzo, LLP

Name: Morris, Sullivan Lemkul & Turtzo, LLP — Morris, Form 5500 (2024)
Creator: Morris, Sullivan Lemkul & Turtzo, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris, Sullivan Lemkul & Turtzo, LLP Retirement Plan

401(k) retirement plan · Morris, Sullivan Lemkul & Turtzo, LLP's Morris, Sullivan Lemkul & Turtzo, LLP Retirement Plan held $4.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Morris, Sullivan Lemkul & Turtzo, LLP's EIN is 92-2857862.

EIN 92-2857862

Plan number 001

Plan year 2024

ACK ID 20250923125653NAL0014831602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morris, Sullivan Lemkul & Turtzo, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morris, Sullivan Lemkul & Turtzo, LLP'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 MORRIS, SULLIVAN LEMKUL & TURTZO, LLP.

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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 (86th percentile).

Plan sponsor

Name

MORRIS, SULLIVAN LEMKUL & TURTZO, LLP

EIN

all filings

Address

10680 TREENA ST., SUITE 100 · SAN DIEGO, CA · 92131

Phone

(858) 566-7600

Industry

Law Offices· Professional & Technical Services

Plan administrator