How big is The Morgenstern Group's plan?

The Morgenstern Group's plan reported $1.1M in assets and 35 participants for 2024.

Original filing (PDF)20250822074637NAL0009755666001

The Morgenstern Group

Name: The Morgenstern Group — Rochester Ventures 401(k), Form 5500 (2024)
Creator: The Morgenstern Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rochester Ventures 401(k) Plan

401(k) retirement plan · The Morgenstern Group's Rochester Ventures 401(k) Plan held $1.1M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Dan Morgenstern signed The Morgenstern Group's 2024 Form 5500 as plan administrator.

Dan Morgenstern — 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 Morgenstern Group's EIN is 81-3516928.

EIN 81-3516928

Plan number 001

Plan year 2024

ACK ID 20250822074637NAL0009755666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Morgenstern Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Morgenstern Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off