How big is Morris Capital Management Inc.'s plan?

Morris Capital Management Inc.'s plan reported $18K in assets and 1 participants for 2024.

Original filing (PDF)20251029155427NAL0001510384001

Morris Capital Management Inc.

Name: Morris Capital Management Inc. — Morris Capital, Form 5500 (2024)
Creator: Morris Capital Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris Capital Management Inc. Simplified 401(k) Profit Sharing P

401(k) retirement plan · Morris Capital Management Inc.'s Morris Capital Management Inc. Simplified 401(k) Profit Sharing P held $18K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Kollin Schrenk signed Morris Capital Management Inc.'s 2024 Form 5500 as plan administrator.

Kollin Schrenk — 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

Morris Capital Management Inc.'s EIN is 94-3010963.

EIN 94-3010963

Plan number 001

Plan year 2024

ACK ID 20251029155427NAL0001510384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morris Capital Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morris Capital Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (98th percentile).

Plan sponsor

Name

MORRIS CAPITAL MANAGEMENT INC

EIN

all filings

Address

2550 SCOTT ST · SAN FRANCISCO, CA · 941151138

Phone

(415) 563-4220

Industry

Finance & Insurance

Plan administrator