How big is Morgan Consultants, Inc.'s plan?

Morgan Consultants, Inc.'s plan reported $638K in assets and 3 participants for 2024.

Original filing (PDF)20250924130958NAL0003030947001

Morgan Consultants, Inc.

Name: Morgan Consultants, Inc. — Morgan Consultants, Inc., Form 5500 (2024)
Creator: Morgan Consultants, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Consultants, Inc. 401(k) PS Plan

401(k) retirement plan · Morgan Consultants, Inc.'s Morgan Consultants, Inc. 401(k) PS Plan held $638K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

People on this filing

Traci Morgan signed Morgan Consultants, Inc.'s 2024 Form 5500 as plan administrator.

Traci Morgan — 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

Morgan Consultants, Inc.'s EIN is 58-2314576.

EIN 58-2314576

Plan number 001

Plan year 2024

ACK ID 20250924130958NAL0003030947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Consultants, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CONSULTANTS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MORGAN CONSULTANTS, INC.

EIN

all filings

Address

2720 MEMORIAL DRIVE SE · ATLANTA, GA · 30317

Phone

(404) 624-6639

Industry

Engineering Services· Professional & Technical Services

Plan administrator