Original filing (PDF)20260630090350NAL0010512259001

The Burton D. Morgan Foundation, in

Name: The Burton D. Morgan Foundation, in — The Burton D, Form 5500 (2025)
Creator: The Burton D. Morgan Foundation, in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Burton D Morgan Foundation Savings Plan

401(k) retirement plan · The Burton D. Morgan Foundation, in's The Burton D Morgan Foundation Savings Plan held $3.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BURTON D. MORGAN FOUNDATION, IN.

Plan sponsor

Name

THE BURTON D. MORGAN FOUNDATION, IN

EIN

34-6598971all filings

Address

22 AURORA STREET · HUDSON, OH · 44236

Phone

(330) 655-7920

Industry

Other Services (ex. Public Admin)

Plan administrator