How big is Morgner, Inc.'s plan?

Morgner, Inc.'s plan reported $3.8M in assets and 9 participants for 2025.

Original filing (PDF)20260518140153NAL0000223266001

Morgner, Inc.

Name: Morgner, Inc. — Morgner, Inc. Safe Harbor 401(k), Form 5500 (2025)
Creator: Morgner, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgner, Inc. Safe Harbor 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Morgner, Inc.'s Morgner, Inc. Safe Harbor 401(k) Profit Sharing Plan & TRU held $3.8M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Steve Morgner signed Morgner, Inc.'s 2025 Form 5500 as plan administrator.

Steve Morgner — 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

Morgner, Inc.'s EIN is 43-1095207.

EIN 43-1095207

Plan number 001

Plan year 2025

ACK ID 20260518140153NAL0000223266001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morgner, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morgner, Inc.'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 MORGNER, INC..

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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