Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Robert D Morris
EIN 37-1095530Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$152K assets
Welfare
0
Participants
6
19542 IL HIGHWAY 1 - CHRISMAN, IL 61924217-251-5084
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $152K assets / 6 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
ROBERT D MORRIS PROFIT SHARING PLAN
Profit-sharing
Assets$83K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT D MORRIS CASH BALANCE PLAN
Cash balance
Assets$69K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT D MORRIS PROFIT SHARING PLAN | Profit-sharing | $83K | 3 | 2025 | |
| 002 | ROBERT D MORRIS CASH BALANCE PLAN | Cash balance | $69K | 3 | 2025 |
Retirement plans