Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL J. MORRIS DDS PLLC
EIN 42-1755197hospital & health careLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
15
9318 LOUETTA ROAD, SUITE 600 - SPRING, TX 77379281-349-6939michaelmorrisdds.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 15 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
MICHAEL J. MORRIS DDS PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL J. MORRIS DDS CASH BALANCE PLAN
CashBalance
Assets$707K
Participants7
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 | MICHAEL J. MORRIS DDS PLLC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 8 | 2024 | |
| 002 | MICHAEL J. MORRIS DDS CASH BALANCE PLAN | CashBalance | $707K | 7 | 2024 |
Retirement plans