What public Form 5500 filings show about the Morgan Group Holding Co 401(k) plan — and how to find and check your own account.
Morgan Group Holding Co (EIN 13-4196940) reports MORGAN GROUP 401K PLAN on its most recent Form 5500, with $1.6M 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 Morgan Group Holding Co filing — schedules, fees, and providers.
Morgan Group Holding Co’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 Morgan Group Holding CoHR for the recordkeeper’s name and login.
