· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORRISONS MANUFACTURING RETAIL JEWELERS — MORRISON'S PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916123453NAL0001313331001
MORRISONS MANUFACTURING RETAIL JEWELERS
Form 5500-SF
FILING_RECEIVED
MORRISON'S PROFIT SHARING RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MORRISONS MANUFACTURING RETAIL JEWELERS
.
Find decision makers
Plan sponsor
Name
MORRISONS MANUFACTURING RETAIL JEWELERS
EIN
94-1453670
Address
35 MORAGA WAY · ORINDA, CA · 94563
Phone
(925) 253-9227
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
SOUTHWOOD CORPORATION
SOUTHWOOD CORPORATION 401(K) PLAN
$2.0M · 70 participants
DARWIN CHAMBERS COMPANY
DARWIN CHAMBERS COMPANY 401(K) PLAN
$2.0M · 80 participants
LAMINATE WORKS INC
LAMINATE WORKS INC 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 63 participants
BLACK KNIGHT ENTERPRISES, LLC
BLACK KNIGHT ENTERPRISES, LLC 401(K) PLAN
$2.0M · 10 participants
ITS PRODUCTS, INC.
ITS PRODUCTS, INC. DEFINED BENEFIT PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.0M · 3 participants
AMERASEAL, LLC.
AMERASEAL, LLC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 25 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B