How big is Morgan Group, Inc.'s plan?

Morgan Group, Inc.'s plan reported $3.7M in assets and 13 participants for 2025.

Original filing (PDF)20260518102543NAL0000004883001

Morgan Group, Inc.

Name: Morgan Group, Inc. — Morgan Group, Inc. Retirement, Form 5500 (2025)
Creator: Morgan Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Group, Inc. Retirement Plan

401(k) retirement plan · Morgan Group, Inc.'s Morgan Group, Inc. Retirement Plan held $3.7M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

James McConnell signed Morgan Group, Inc.'s 2025 Form 5500 as plan administrator.

James McConnell — 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, Inc.'s EIN is 20-8951525.

EIN 20-8951525

Plan number 001

Plan year 2025

ACK ID 20260518102543NAL0000004883001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Morgan Group, Inc.'s plan includes automatic enrollment, 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, INC..

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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