Sponsor portfolio
CHERIE MORRISON INSURANCE AND FINANCIAL
EIN 80-0334050Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$111K assets
Welfare
0
Participants
66
109 SALEM TOWNE COURT - APEX, NC 27502919-387-9866
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 | |
|---|---|---|---|---|---|---|
| 002 | CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN | 401k | $111K | 66 | 2025 |
Retirement plans