Original filing (PDF)20251008153119NAL0003116339001

MORGENSTERN INSURANCE SERVICES, INC

Name: MORGENSTERN INSURANCE SERVICES, INC — MORGENSTERN INSURANCE SERVICES, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: MORGENSTERN INSURANCE SERVICES, INC

Form 5500-SF

FILING_RECEIVED

MORGENSTERN INSURANCE SERVICES, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MORGENSTERN INSURANCE SERVICES, INC

EIN

84-3982793all filings

Address

1080 PITTSFORD VICTOR RD · SUITE 200 · PITTSFORD, NY · 14534

Phone

(585) 416-4100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator