PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NORRIS, INC.
Sponsor portfolio

NORRIS, INC.

EIN 39-0833609-mental health care-Latest filing 2025
Plans
2
Retirement
2
$14.9M assets
Welfare
0
Participants
203
W247 S10395 CENTER DR - MUKWONAGO, WI 53149262-910-3811norriscenter.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001TraditionalDB-$12.1M - 124 part#002403b-$2.8M - 79 part

Retirement portfolio analytics

2 plans aggregated / $14.9M assets / 203 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • NORRIS, INC. PENSION (#001)81%
  • NORRIS, INC. 403(B) (#002)19%
Total $14.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NORRIS, INC. PENSION (#001)124
  • NORRIS, INC. 403(B) (#002)79
Total 203Click 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#001

NORRIS, INC. PENSION PLAN

TraditionalDB

Assets$12.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORRIS, INC. 403(B) PLAN

403b

Assets$2.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORRIS, INC. PENSION PLANTraditionalDB$12.1M1242024
002NORRIS, INC. 403(B) PLAN403b$2.8M792025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica