What public Form 5500 filings show about the Morton Software Insights, LLC 401(k) plan — and how to find and check your own account.
Morton Software Insights, LLC (EIN 38-3844488) reports MORTON SOFTWARE INSIGHTS 401(K) PLAN on its most recent Form 5500, with $890K in plan assets across 10 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 Software Insights, LLC filing — schedules, fees, and providers.
Morton Software Insights, 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 Software Insights, LLCHR for the recordkeeper’s name and login.
