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MORGAN SMITH PORTER, PLLC. 401(k) Plan

What public Form 5500 filings show about the MORGAN SMITH PORTER, PLLC. 401(k) plan — and how to find and check your own account.

Plan assets
$686K
Participants
6
Plans on file
1

The MORGAN SMITH PORTER, PLLC. 401(k) on its latest Form 5500

MORGAN SMITH PORTER, PLLC. (EIN 61-1212677) reports JAMES MORGAN LPA PROFIT SHARING PLAN on its most recent Form 5500, with $686K in plan assets across 6 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 SMITH PORTER, PLLC. filing — schedules, fees, and providers.

Who runs the MORGAN SMITH PORTER, PLLC. 401(k)?

MORGAN SMITH PORTER, PLLC.’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 SMITH PORTER, PLLC.HR for the recordkeeper’s name and login.

How to check your MORGAN SMITH PORTER, PLLC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MORGAN SMITH PORTER, PLLC. 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).
More on this employer: MORGAN SMITH PORTER, PLLC. — all Form 5500 filings (EIN 61-1212677) · Kentucky employer EIN lookup · Form 5500 search
MORGAN SMITH PORTER, PLLC. 401(k) Plan — Form 5500