How big is Morgan Theeler, LLP's plan?

Morgan Theeler, LLP's plan reported $4.1M in assets and 20 participants for 2024.

Original filing (PDF)20250620085157NAL0003759777001

Morgan Theeler, LLP

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

Form 5500-SF

FILING_RECEIVED

Morgan Theeler LLP 401(k) PS Plan

401(k) retirement plan · Morgan Theeler, LLP's Morgan Theeler LLP 401(k) PS Plan held $4.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Morgan Theeler, LLP's EIN is 46-0240849.

EIN 46-0240849

Plan number 001

Plan year 2024

ACK ID 20250620085157NAL0003759777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Theeler, LLP'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 MORGAN THEELER, LLP.

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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