· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORGAN THEELER, LLP — MORGAN THEELER LLP 401(K) PS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620085157NAL0003759777001
MORGAN THEELER, LLP
Form 5500-SF
FILING_RECEIVED
MORGAN THEELER LLP 401(K) PS PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
26
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MORGAN THEELER, LLP
.
Find decision makers
Plan sponsor
Name
MORGAN THEELER, LLP
EIN
46-0240849
Address
1718 N. SANBORN BLVD · MITCHELL, SD · 57301
Phone
(605) 996-5588
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
MORELLA & ASSOCIATES, P.C.
MORELLA & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$4.1M · 21 participants
JOHN NARDONE ESQUIRE
JOHN NARDONE 401(K) RETIREMENT PLAN
$4.1M · 3 participants
BEITCHMAN & ZEKIAN A PC
BEITCHMAN & ZEKIAN A PC DEFINED BENEFIT PENSION PLAN
$4.1M · 5 participants
PILLSBURY & COLEMAN, LLP
PILLSBURY & COLEMAN, LLP 401(K) PROFIT SHARING PLAN
$4.1M · 16 participants
MERIWETHER & THARP, LLP
MERIWETHER & THARP LLP 401(K) PS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.1M · 70 participants
DENO MILLIKAN LAW FIRM, PLLC
DMDDP 401(K) PLAN
$4.1M · 10 participants
Large plans in South Dakota
BLACK HILLS CORPORATION
BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$811.2M · 2,830 participants
ALTA TRUST COMPANY
EAGLE MID CAP GROWTH CIT
$625.4M
ALTA TRUST COMPANY
SLOY DAHL & HOLST AGGRESSIVE
$369.6M
MONUMENT HEALTH, INC.
MONUMENT HEALTH, INC. 403(B) PLAN
$364.8M · 5,494 participants
ALTA TRUST COMPANY
AM1 DOMESTIC EQUITY
$359.5M
AT - T. ROWE PRICE LARGE CAP GROWTH TRUST
AT T. ROWE PRICE LARGE CAP GROWTH TRUST
$292.7M
