Sponsor portfolio
MORRIS FINANCIAL GROUP INC
EIN 36-4926463Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$28K assets
Welfare
0
Participants
2
3801 37TH ST SW - LEHIGH ACRES, FL 33976660-229-0718
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 FINANCIAL GROUP INC | 401k | $28K | 2 | 2025 |
Retirement plans