How big is Moreton Asset Management, LLC's plan?

Moreton Asset Management, LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250428130942NAL0018824704001

Moreton Asset Management, LLC

Name: Moreton Asset Management, LLC — Moreton Asset, Form 5500 (2024)
Creator: Moreton Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moreton Asset Management, LLC 401(k) Plan Plan

401(k) retirement plan · Moreton Asset Management, LLC's Moreton Asset Management, LLC 401(k) Plan Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Moreton Asset Management, LLC's EIN is 20-1713107.

EIN 20-1713107

Plan number 001

Plan year 2024

ACK ID 20250428130942NAL0018824704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moreton Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moreton Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORETON ASSET MANAGEMENT, LLC.

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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

Helping the score