What public Form 5500 filings show about the Morgridge Institute for Research 401(k) plan — and how to find and check your own account.
Morgridge Institute for Research (EIN 20-8325570) reports MORGRIDGE INSTITUTE FOR RESEARCH 401(K) PLAN on its most recent Form 5500, with $33.2M in plan assets across 140 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 Morgridge Institute for Research 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morgridge Institute for Research 401(k).
