What public Form 5500 filings show about the Morgan White Group, Inc. 401(k) plan — and how to find and check your own account.
Morgan White Group, Inc. (EIN 64-0848633) reports MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $20.0M in plan assets across 318 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 White Group, 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 MWG RETIREMENT PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morgan White Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BALLEW ADVISORS.
