What public Form 5500 filings show about the Allford Hall Monaghan Morris, LLC 401(k) plan — and how to find and check your own account.
Allford Hall Monaghan Morris, LLC (EIN 99-0361933) reports ALLFORD HALL MONAGHAN MORRIS, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $921K in plan assets across 20 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Allford Hall Monaghan Morris, LLC filing — schedules, fees, and providers.
Allford Hall Monaghan Morris, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Allford Hall Monaghan Morris, LLCHR for the recordkeeper’s name and login.
