How big is M.J. Morgan Group, LLC's plan?

M.J. Morgan Group, LLC's plan reported $3.9M in assets and 793 participants for 2024.

Original filing (PDF)20250929083751NAL0013599616001

M.J. Morgan Group, LLC

Name: M.J. Morgan Group, LLC — M. J. Morgan Group, LLC, Form 5500 (2024)
Creator: M.J. Morgan Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · M.J. Morgan Group, LLC's M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust held $3.9M in plan assets for 793 participants in 2024.

Signals · 1

No auditor on file

Active participants

793

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

William Pfeifer III signed M.J. Morgan Group, LLC's 2024 Form 5500 as plan administrator.

William Pfeifer III — 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

M.J. Morgan Group, LLC's EIN is 68-0621988.

EIN 68-0621988

Plan number 001

Plan year 2024

ACK ID 20250929083751NAL0013599616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M.J. Morgan Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M.J. Morgan Group, LLC'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 M.J. MORGAN GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score