MORGANROSEL WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$693K
Net assets (EOY)
$693K
Plan health score
90
/ 100
Grade A
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
65
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORGANROSEL WEALTH MANAGEMENT.
Plan sponsor
Name
MORGANROSEL WEALTH MANAGEMENT
EIN
82-3374674
Address
1805 SHEA CENTER DR STE 420 · HIGHLANDS RANCH, CO · 801292255
