What public Form 5500 filings show about the Morgan Levine Dolan, PC 401(k) plan — and how to find and check your own account.
Morgan Levine Dolan, PC (EIN 26-2895192) reports MORGAN LEVINE DOLAN, PC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.0M in plan assets across 14 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 Levine Dolan, PC filing — schedules, fees, and providers.
Morgan Levine Dolan, PC’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 Levine Dolan, PCHR for the recordkeeper’s name and login.
