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  2. Morris & Associates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Morris & Associates, Inc.

EIN 56-0509681-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$30.6M assets
Health & Benefits
1
$145K premiums
Participants
457
803 MORRIS DRIVE - GARNER, NC 27529919-582-9236
Plans on this EIN
3 filings
#002ESOP-$27.2M - 162 part#001401(k)-$3.4M - 146 part#501Mixed-$145K - 153 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $30.6M assets / 308 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$27.2M
  • PROFIT SHARING PLAN (#001)$3.4M
Total $30.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)162
  • PROFIT SHARING PLAN (#001)146
Total 308Select a row to open it

Benefits portfolio analytics

1 plan / $145K premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$145K
  • Vision$145K
  • Life$145K
  • Long-term disability$145K
  • Other$145K
Total $145K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MORRIS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$27.2M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MORRIS & ASSOCIATES INC 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.4M
Participants146
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MORRIS AND ASSOCIATES, INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$145K
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MORRIS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$27.2M1622025
#001MORRIS & ASSOCIATES INC 401(K) PROFIT SHARING PLAN401(k)$3.4M1462025
  • MORRIS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$27.2M
    #002 · ESOP · 2025162
  • MORRIS & ASSOCIATES INC 401(K) PROFIT SHARING PLAN$3.4M
    #001 · 401(k) · 2025146

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MORRIS AND ASSOCIATES, INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$145K1532025
  • MORRIS AND ASSOCIATES, INC. WELFARE BENEFIT PLAN$145K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025153
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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