Munroe Morrow Wealth Managemen 401(k) Plan
What public Form 5500 filings show about the Munroe Morrow Wealth Managemen 401(k) plan — and how to find and check your own account.
The Munroe Morrow Wealth Managemen 401(k) on its latest Form 5500
Munroe Morrow Wealth Managemen (EIN 33-2305145) reports MUNROE MORROW WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.6M in plan assets across 8 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 Munroe Morrow Wealth Managemen filing — schedules, fees, and providers.
Who runs the Munroe Morrow Wealth Managemen 401(k)?
Munroe Morrow Wealth Managemen’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 Munroe Morrow Wealth ManagemenHR for the recordkeeper’s name and login.
How to check your Munroe Morrow Wealth Managemen 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Munroe Morrow Wealth Managemen 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).