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

Moreton Asset Management, LLC's plan reported $257K in assets and 4 participants for 2024.

Original filing (PDF)20250728171427NAL0000939587001

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 Cash Balance Pension Plan and Trust

Defined-benefit pension plan · Moreton Asset Management, LLC's Moreton Asset Management, LLC Cash Balance Pension Plan and Trust held $257K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Jason Williams signed Moreton Asset Management, LLC's 2024 Form 5500 as plan administrator.

Jason Williams — 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

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

EIN 20-1713107

Plan number 002

Plan year 2024

ACK ID 20250728171427NAL0000939587001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score