Joseph L. Morton III, P.C. 401(k) Plan

The Joseph L. Morton III, P.C. 401(k) on its latest Form 5500

Joseph L. Morton III, P.C. (EIN 82-0516628) reports JOSEPH L. MORTON III, P.C. 401(K) PLAN on its most recent Form 5500, with $432K in plan assets across 9 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 Joseph L. Morton III, P.C. filing — schedules, fees, and providers.

Who runs the Joseph L. Morton III, P.C. 401(k)?

Joseph L. Morton III, P.C.’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 Joseph L. Morton III, P.C.HR for the recordkeeper’s name and login.

How to check your Joseph L. Morton III, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Joseph L. Morton III, P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).