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Sponsor portfolio

MORRIS BEAN & COMPANY

EIN 31-0510640-consumer goods-Latest filing 2025
Plans
3
Retirement
3
$12.9M assets
Welfare
0
Participants
258
777 E HYDE RD - YELLOW SPRINGS, OH 453879726937-767-7301morrisbean.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#002401k-$8.1M - 36 part#004TraditionalDB-$3.4M - 165 part#003401k-$1.4M - 57 part

Retirement portfolio analytics

3 plans aggregated / $12.9M assets / 258 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • BEAN RETIREMENT PLAN (#002)62%
  • BARGAINING UNIT EMPLOYEES (#004)27%
  • BEAN & COMPANY (#003)11%
Total $12.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINING UNIT EMPLOYEES (#004)165
  • BEAN & COMPANY (#003)57
  • BEAN RETIREMENT PLAN (#002)36
Total 258Click 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

MORRIS BEAN RETIREMENT PLAN

401k

Assets$8.1M
Participants36
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

MORRIS BEAN & COMPANY RET PLAN FOR HOURLY BARGAINING UNIT EMPLOYEES

TraditionalDB

Assets$3.4M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY

401k

Assets$1.4M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002MORRIS BEAN RETIREMENT PLAN401k$8.1M362025
004MORRIS BEAN & COMPANY RET PLAN FOR HOURLY BARGAINING UNIT EMPLOYEESTraditionalDB$3.4M1652025
003RETIREMENT FUND FOR BARGAINING UNIT EMPLOYEES OF MORRIS BEAN & COMPANY401k$1.4M572025
Retirement plans
Welfare plans
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