How big is Morgan Group Holding Co's plan?

Morgan Group Holding Co's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250919144240NAL0003694978001

Morgan Group Holding Co

Name: Morgan Group Holding Co — Morgan Group 401(k) Plan, Form 5500 (2024)
Creator: Morgan Group Holding Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Group 401(k) Plan

401(k) retirement plan · Morgan Group Holding Co's Morgan Group 401(k) Plan held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Joseph Fernandez signed Morgan Group Holding Co's 2024 Form 5500 as plan administrator.

Joseph Fernandez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morgan Group Holding Co's EIN is 13-4196940.

EIN 13-4196940

Plan number 001

Plan year 2024

ACK ID 20250919144240NAL0003694978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Group Holding Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Group Holding Co's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN GROUP HOLDING CO.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off