How big is Morgan Partners LLC's plan?

Morgan Partners LLC's plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260415092051NAL0023291171001

Morgan Partners LLC

Name: Morgan Partners LLC — Morgan Partners LLC 401(k), Form 5500 (2025)
Creator: Morgan Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Morgan Partners LLC's Morgan Partners LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Hugh Keefe signed Morgan Partners LLC's 2025 Form 5500 as plan administrator.

Hugh Keefe — 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 Partners LLC's EIN is 20-3197626.

EIN 20-3197626

Plan number 001

Plan year 2025

ACK ID 20260415092051NAL0023291171001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morgan Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morgan Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PARTNERS LLC.

Finding similar companies…

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