What public Form 5500 filings show about the Morgan Corp. 401(k) plan — and how to find and check your own account.
Morgan Corp. (EIN 57-0523479) reports MORGAN CORP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $28.5M in plan assets across 612 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 Morgan Corp. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morgan Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL SECURITIES, WILSHIRE ADVISORS.
