Original filing (PDF)20251014191328NAL0001781859001

Morgenthaler Management Corporation

Name: Morgenthaler Management Corporation — Morgenthaler, Form 5500 (2024)
Creator: Morgenthaler Management Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgenthaler Management Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Morgenthaler Management Corporation's Morgenthaler Management Corporation 401(k) Profit Sharing Plan held $32.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32.0M

Net assets (EOY)

$32.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGENTHALER MANAGEMENT CORPORATION.

Plan sponsor

Name

MORGENTHALER MANAGEMENT CORPORATION

EIN

34-1336324all filings

Address

3200 ALPINE ROAD · PORTOLA VALLEY, CA · 94028

Phone

—

Industry

Management of Companies / Holdings

Plan administrator