Scott Morgan signed Morgan Planning Group, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Planning Group, LLC's EIN is 27-3645399.
Download the official 2025 Form 5500 (PDF) for Morgan Planning Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Morgan Planning Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | $139K | 45.8% |
| MM POOLED STABLE R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271376 / PN 757 | Common Collective Trust | $118K | 38.8% |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $40K | 13.3% |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | $7K | 2.2% |
| GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | $0 | <0.1% |
