S.P. Morell and Company Inc. 401(k) Plan

The S.P. Morell and Company Inc. 401(k) on its latest Form 5500

S.P. Morell and Company Inc. (EIN 13-3191545) reports SP MORELL 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $438K in plan assets across 3 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 S.P. Morell and Company Inc. filing — schedules, fees, and providers.

Who runs the S.P. Morell and Company Inc. 401(k)?

S.P. Morell and Company 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 S.P. Morell and Company Inc.HR for the recordkeeper’s name and login.

How to check your S.P. Morell and Company Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask S.P. Morell and Company 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).