What public Form 5500 filings show about the The Morgan Group Inc. 401(k) plan — and how to find and check your own account.
The Morgan Group Inc. (EIN 76-0197035) reports THE MORGAN GROUP, INC. EMPLOYEES' 401(K) PLAN on its most recent Form 5500, with $23.3M in plan assets across 604 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 The Morgan Group Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Morgan Group Inc. 401(k).
