How big is Morton and Gettys, LLC's plan?

Morton and Gettys, LLC's plan reported $4.9M in assets and 28 participants for 2024.

Original filing (PDF)20251006112615NAL0001822995001

Morton and Gettys, LLC

Name: Morton and Gettys, LLC — Morton and Gettys, LLC, Form 5500 (2024)
Creator: Morton and Gettys, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton and Gettys, LLC 401(k) PS Plan

401(k) retirement plan · Morton and Gettys, LLC's Morton and Gettys, LLC 401(k) PS Plan held $4.9M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Robin Owens signed Morton and Gettys, LLC's 2024 Form 5500 as plan administrator.

Robin Owens — 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 and Gettys, LLC's EIN is 57-1118053.

EIN 57-1118053

Plan number 001

Plan year 2024

ACK ID 20251006112615NAL0001822995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morton and Gettys, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTON AND GETTYS, 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