How big is Morton Consulting, LLC's plan?

Morton Consulting, LLC's plan reported $1.0M in assets and 41 participants for 2024.

Original filing (PDF)20250707123116NAL0005328128001

Morton Consulting, LLC

Name: Morton Consulting, LLC — Morton Consulting 401(k), Form 5500 (2024)
Creator: Morton Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton Consulting 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Morton Consulting, LLC's Morton Consulting 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Wendi Newton signed Morton Consulting, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Morton Consulting, LLC's EIN is 20-5083872.

EIN 20-5083872

Plan number 001

Plan year 2024

ACK ID 20250707123116NAL0005328128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morton Consulting, 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 MORTON CONSULTING, LLC.

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Plan health score

Above-average plan

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