How big is Morton Software Insights, LLC's plan?

Morton Software Insights, LLC's plan reported $890K in assets and 10 participants for 2025.

Original filing (PDF)20260428220135NAL0005804035049

Morton Software Insights, LLC

Name: Morton Software Insights, LLC — Morton Software, Form 5500 (2025)
Creator: Morton Software Insights, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton Software Insights 401(k) Plan

401(k) retirement plan · Morton Software Insights, LLC's Morton Software Insights 401(k) Plan held $890K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$890K

Net assets (EOY)

$890K

People on this filing

Elantha Barry signed Morton Software Insights, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Morton Software Insights, LLC's EIN is 38-3844488.

EIN 38-3844488

Plan number 001

Plan year 2025

ACK ID 20260428220135NAL0005804035049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morton Software Insights, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morton Software Insights, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTON SOFTWARE INSIGHTS, LLC.

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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