What public Form 5500 filings show about the Chelsea Morgan Securities Inc. 401(k) plan — and how to find and check your own account.
Chelsea Morgan Securities Inc. (EIN 11-3489062) reports CHELSEA MORGAN SECURITIES INC - 401(K) on its most recent Form 5500, with $383K in plan assets across 7 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 Chelsea Morgan Securities Inc. filing — schedules, fees, and providers.
Chelsea Morgan Securities Inc.’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 Chelsea Morgan Securities Inc.HR for the recordkeeper’s name and login.
