Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORRISON INC
EIN 31-0641103constructionLatest filing 2025
Plans
3
Retirement
2
$4.7M assets
Welfare
1
Participants
36
410 COLEGATE DR - MARIETTA, OH 45750740-373-5869morrisonhvac.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 29 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#001
MORRISON, INC. 401(K) PLAN
401k
Assets$3.0M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MORRISON, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MORRISON INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORRISON, INC. 401(K) PLAN | 401k | $3.0M | 16 | 2024 | |
| 002 | MORRISON, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 13 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORRISON INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans