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Sponsor portfolio

S & J MORRELL INC

EIN 16-1560659-Construction-Latest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
38
1501 PITTSFORD VICTOR RD 100 - VICTOR, NY 14564585-249-8135
Plans on this EIN
2 filings
#002401k-$5.7M - 21 part#003401k-$4.8M - 17 part

Retirement portfolio analytics

2 plans aggregated / $10.5M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN & TRUST (#002)55%
  • PLAN & TRUST (#003)45%
Total $10.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)21
  • PLAN & TRUST (#003)17
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

S & J MORRELL INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.7M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

S & J MORRELL INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002S & J MORRELL INC 401(K) PROFIT SHARING PLAN & TRUST401k$5.7M212025
003S & J MORRELL INC 401(K) PROFIT SHARING PLAN & TRUST401k$4.8M172024
Retirement plans
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