Original filing (PDF)20240429143653NAL0015400243001

MORROW & MORROW

Name: MORROW & MORROW — MORROW & MORROW 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: MORROW & MORROW

Form 5500-SF

FILING_RECEIVED

MORROW & MORROW 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORROW & MORROW.

Plan sponsor

Name

MORROW & MORROW

EIN

95-3702559

Address

2660 TOWNSGATE RD STE 400 · WESTLAKE VILLAGE, CA · 913615715

Phone

(805) 494-1109

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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