How big is Morganrosel Wealth Management's plan?

Morganrosel Wealth Management's plan reported $678K in assets and 6 participants for 2025.

Original filing (PDF)20260424084119NAL0005796065001

Morganrosel Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Morganrosel Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Morganrosel Wealth Management's Morganrosel Wealth Management 401(k) Profit Sharing Plan & Trust held $678K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

Plan identifiers

Morganrosel Wealth Management's EIN is 82-3374674.

EIN 82-3374674

Plan number 001

Plan year 2025

ACK ID 20260424084119NAL0005796065001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Morganrosel Wealth Management'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 MORGANROSEL WEALTH MANAGEMENT.

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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