How big is Morton Golf, LLC's plan?

Morton Golf, LLC's plan reported $1.1M in assets and 104 participants for 2024.

Original filing (PDF)20250930114459NAL0029238130001

Morton Golf, LLC

Name: Morton Golf, LLC — Morton Golf, LLC 401(k) Plan FKA, Form 5500 (2024)
Creator: Morton Golf, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morton Golf, LLC 401(k) Plan FKA Kathken Corp.

401(k) retirement plan · Morton Golf, LLC's Morton Golf, LLC 401(k) Plan FKA Kathken Corp. held $1.1M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Terry Daubert signed Morton Golf, LLC's 2024 Form 5500 as plan administrator.

Terry Daubert — 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 Golf, LLC's EIN is 80-0026405.

EIN 80-0026405

Plan number 001

Plan year 2024

ACK ID 20250930114459NAL0029238130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morton Golf, LLC'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 MORTON GOLF, LLC.

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Plan health score

Above-average plan

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 IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score