What public Form 5500 filings show about the R L Morgan Company 401(k) plan — and how to find and check your own account.
R L Morgan Company (EIN 38-2567152) reports R L MORGAN COMPANY PROFIT SHARING PLAN on its most recent Form 5500, with $3.7M in plan assets across 265 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 R L Morgan Company filing — schedules, fees, and providers.
R L Morgan Company’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 R L Morgan CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SENTINEL BENEFITS GROUP, TAYLOR & MORGAN ASSET MANAGEMENT.
