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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MORTON PRIVATE WEALTH STRATEGIES INC. 401(k) Plan

What public Form 5500 filings show about the MORTON PRIVATE WEALTH STRATEGIES INC. 401(k) plan — and how to find and check your own account.

Plan assets
$394K
Participants
5
Plans on file
1

The MORTON PRIVATE WEALTH STRATEGIES INC. 401(k) on its latest Form 5500

MORTON PRIVATE WEALTH STRATEGIES INC. (EIN 46-3296074) reports MORTON PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN on its most recent Form 5500, with $394K in plan assets across 5 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 PRIVATE WEALTH STRATEGIES INC. filing — schedules, fees, and providers.

Who runs the MORTON PRIVATE WEALTH STRATEGIES INC. 401(k)?

MORTON PRIVATE WEALTH STRATEGIES INC.’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 PRIVATE WEALTH STRATEGIES INC.HR for the recordkeeper’s name and login.

How to check your MORTON PRIVATE WEALTH STRATEGIES INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MORTON PRIVATE WEALTH STRATEGIES INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: MORTON PRIVATE WEALTH STRATEGIES INC. — all Form 5500 filings (EIN 46-3296074) · Illinois employer EIN lookup · Form 5500 search
MORTON PRIVATE WEALTH STRATEGIES INC. 401(k) Plan — Form 5500