How big is Albert G. Morgan's plan?

Albert G. Morgan's plan reported $740K in assets and 26 participants for 2024.

Original filing (PDF)20250711052318NAL0016666594001

Albert G. Morgan

Name: Albert G. Morgan — Albert G. Morgan DBA Discount, Form 5500 (2024)
Creator: Albert G. Morgan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Albert G. Morgan DBA Discount Shoe Store 401(k)

401(k) retirement plan · Albert G. Morgan's Albert G. Morgan DBA Discount Shoe Store 401(k) held $740K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

People on this filing

Pamela Fortner signed Albert G. Morgan's 2024 Form 5500 as plan administrator.

Pamela Fortner — 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

Albert G. Morgan's EIN is 27-1490006.

EIN 27-1490006

Plan number 001

Plan year 2024

ACK ID 20250711052318NAL0016666594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Albert G. Morgan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Albert G. Morgan'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 ALBERT G. MORGAN.

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

Knocking points off