Plan Snapshot
- Plan Sponsor: The Morris Investment Company
- Sponsor EIN: 310516365
- Sponsor Address: 7710 SHAWNEE RUN ROAD, CINCINNATI, OH, 45243
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $932,814
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $932,814 | $9,763 | $33,727 |
| 2023 | 5 | $869,763 | $9,610 | $33,126 |
| 2022 | 6 | $951,154 | $9,690 | $33,346 |