Sponsor portfolio
MORRIS & WILLNER PARTNERS INC
EIN 32-0250949individual & family servicesLatest filing 2024
Plans
1
Retirement
1
$878K assets
Welfare
0
Participants
101
1503 SOUTH COAST DR, STE 314 - COSTA MESA, CA 92626909-235-9675LinkedIn51-200 employeesindividual & family services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $878K | 101 | 2024 |
Retirement plans