How big is Morris National, Inc.'s plan?

Morris National, Inc.'s plan reported $4.2M in assets and 28 participants for 2024.

Original filing (PDF)20250618133249NAL0001303731001

Morris National, Inc.

Name: Morris National, Inc. — Morris & Affiliates 401(k), Form 5500 (2024)
Creator: Morris National, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris & Affiliates 401(k) Savings Plan

401(k) retirement plan · Morris National, Inc.'s Morris & Affiliates 401(k) Savings Plan held $4.2M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Lette R. Shimodoi signed Morris National, Inc.'s 2024 Form 5500 as plan administrator.

Lette R. Shimodoi — 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 National, Inc.'s EIN is 98-0020050.

EIN 98-0020050

Plan number 001

Plan year 2024

ACK ID 20250618133249NAL0001303731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morris National, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 NATIONAL, INC..

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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