What public Form 5500 filings show about the Morton and Gettys, LLC 401(k) plan — and how to find and check your own account.
Morton and Gettys, LLC (EIN 57-1118053) reports MORTON AND GETTYS, LLC 401(K) PS PLAN on its most recent Form 5500, with $4.9M in plan assets across 28 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 Morton and Gettys, LLC filing — schedules, fees, and providers.
Morton and Gettys, LLC’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 Morton and Gettys, LLCHR for the recordkeeper’s name and login.
