How big is Morenstein Cronan, LLC's plan?

Morenstein Cronan, LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250529145630NAL0007440129001

Morenstein Cronan, LLC

Name: Morenstein Cronan, LLC — Branch 401(k) Plan, Form 5500 (2024)
Creator: Morenstein Cronan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Branch 401(k) Plan

401(k) retirement plan · Morenstein Cronan, LLC's Branch 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Morenstein Cronan, LLC's EIN is 46-2213558.

EIN 46-2213558

Plan number 001

Plan year 2024

ACK ID 20250529145630NAL0007440129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morenstein Cronan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morenstein Cronan, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MORENSTEIN CRONAN, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MORENSTEIN CRONAN, LLC

EIN

all filings

Address

855 MONTGOMERY STREET · SAN FRANCISCO, CA · 94133

Phone

(415) 425-0852

Industry

Professional & Technical Services

Plan administrator