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