Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S.J. MORSE COMPANY
EIN 84-0797580ManufacturingLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
51
2736 NORTHWESTERN PIKE - CAPON BRIDGE, WV 276110000304-856-3423
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 51 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
S.J. MORSE COMPANY RETIREMENT PLAN
401k
Assets$2.8M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
S.J. MORSE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S.J. MORSE COMPANY RETIREMENT PLAN | 401k | $2.8M | 22 | 2025 | |
| 002 | S.J. MORSE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 29 | 2024 |
Retirement plans