What public Form 5500 filings show about the Christopher Morgan, LLC 401(k) plan — and how to find and check your own account.
Christopher Morgan, LLC (EIN 39-1986515) reports CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN on its most recent Form 5500, with $7.3M in plan assets across 73 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 Christopher Morgan, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Christopher Morgan, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, MERRILL LYNCH PIERCE FENNER & SMITH, BLUE CHIP RETIREMENT PLANS.