What public Form 5500 filings show about the Morgan Engineering Systems, Inc. 401(k) plan — and how to find and check your own account.
Morgan Engineering Systems, Inc. (EIN 27-2137101) reports MORGAN ENGINEERING SYSTEMS, INC. 401(K) PLAN on its most recent Form 5500, with $14.5M in plan assets across 227 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 Engineering Systems, Inc. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morgan Engineering Systems, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL TOPCO, CHARLES SCHWAB & CO.
