What public Form 5500 filings show about the Morley Companies, Inc. 401(k) plan — and how to find and check your own account.
Morley Companies, Inc. (EIN 38-2687736) reports MORLEY COMPANIES, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $46.9M in plan assets across 1,758 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 Morley Companies, 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morley Companies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRANITE GROUP ADVISORS, NEWPORT TRUST.
