How big is Morgan & Associates' plan?

Morgan & Associates' plan reported $1.5M in assets and 1 participants for 2024.

Original filing (PDF)20251014085224NAL0005118370001

Morgan & Associates

Name: Morgan & Associates — Morgan & Associates 401(k), Form 5500 (2024)
Creator: Morgan & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan & Associates 401(k) Plan

401(k) retirement plan · Morgan & Associates' Morgan & Associates 401(k) Plan held $1.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kelli Soderlund for TRPC signed Morgan & Associates' 2024 Form 5500 as plan administrator.

Kelli Soderlund for TRPC — 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

Morgan & Associates' EIN is 35-2322800.

EIN 35-2322800

Plan number 001

Plan year 2024

ACK ID 20251014085224NAL0005118370001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

MORGAN & ASSOCIATES

EIN

all filings

Address

227 MONROE TURNPIKE · MONROE, CT · 06468

Phone

(203) 261-7526

Industry

Finance & Insurance

Plan administrator