How big is Morton Management, LLC's plan?

Morton Management, LLC's plan reported $6.2M in assets and 2 participants for 2025.

Original filing (PDF)20260421141650NAL0001391891001

Morton Management, LLC

Name: Morton Management, LLC — Morton Management, LLC, Form 5500 (2025)
Creator: Morton Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Morton Management, LLC's Morton Management, LLC 401(k) Profit Sharing Plan held $6.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Morton Management, LLC's EIN is 61-1426958.

EIN 61-1426958

Plan number 001

Plan year 2025

ACK ID 20260421141650NAL0001391891001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morton Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morton Management, LLC's plan includes profit-sharing, a 401(k) feature, 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 MORTON MANAGEMENT, 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