How big is Hartsoe & Morgan PLLC's plan?

Hartsoe & Morgan PLLC's plan reported $1.4M in assets and 4 participants for 2025.

Original filing (PDF)20260513215251NAL0009961824001

Hartsoe & Morgan PLLC

Name: Hartsoe & Morgan PLLC — Hartsoe & Morgan PLLC 401(k), Form 5500 (2025)
Creator: Hartsoe & Morgan PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartsoe & Morgan PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Hartsoe & Morgan PLLC's Hartsoe & Morgan PLLC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Alexander Morgan signed Hartsoe & Morgan PLLC's 2025 Form 5500 as plan administrator.

Alexander Morgan — 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

Hartsoe & Morgan PLLC's EIN is 34-2002387.

EIN 34-2002387

Plan number 001

Plan year 2025

ACK ID 20260513215251NAL0009961824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hartsoe & Morgan PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hartsoe & Morgan PLLC'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 HARTSOE & MORGAN PLLC.

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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

Helping the score