How big is The Morgan School's plan?

The Morgan School's plan reported $468K in assets and 20 participants for 2022.

Original filing (PDF)20230802011552NAL0018975889001

The Morgan School

Name: The Morgan School — The Morgan School 401(k) Plan, Form 5500 (2022)
Creator: The Morgan School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Morgan School 401(k) Plan

401(k) retirement plan · The Morgan School's The Morgan School 401(k) Plan held $468K in plan assets for 20 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

People on this filing

Meghann Davies signed The Morgan School's 2022 Form 5500 as plan administrator.

Meghann Davies — 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

The Morgan School's EIN is 61-1681453.

EIN 61-1681453

Plan number 001

Plan year 2022

ACK ID 20230802011552NAL0018975889001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Morgan School from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Morgan School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MORGAN SCHOOL.

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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