Original filing (PDF)20250216215247NAL0001498080001

MORRISON INSURANCE SERVICE CO.

Name: MORRISON INSURANCE SERVICE CO. — MORRISON INSURANCE SERVICE CO. 401(K) PLAN, Form 5500 (2024)
Creator: MORRISON INSURANCE SERVICE CO.

Form 5500-SF

FILING_RECEIVED

MORRISON INSURANCE SERVICE CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRISON INSURANCE SERVICE CO..

Plan sponsor

Name

MORRISON INSURANCE SERVICE CO.

EIN

94-2344473

Address

6 ALPINE ROAD · NOVATO, CA · 94945

Phone

(415) 898-0595

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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