Moreton Asset Management, LLC (EIN 20-1713107) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.4M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Moreton Asset Management, LLC 401(k) Plan Plan | 001 | 6 | $1.1M |
| Moreton Asset Management, LLC Cash Balance Pension Plan and Trust | 002 | 4 | $257K |
20-1713107 is the Employer Identification Number (EIN) Moreton Asset Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Utah EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
