Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
SHALIK MORRIS AND COMPANY LLP
EIN 11-2973036accountingLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
62
80 CROSSWAYS PARK DR W - WOODBURY, NY 117972000516-338-8700shalikmorris.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 62 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHALIK MORRIS AND COMPANY LLP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.9M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHALIK, MORRIS & COMPANY, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHALIK MORRIS AND COMPANY LLP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.9M | 47 | 2025 | |
| 001 | SHALIK, MORRIS & COMPANY, LLP PROFIT SHARING PLAN | ProfitSharing | $1.1M | 15 | 2025 |
Retirement plans