How big is Morgan Partners Inc.'s plan?

Morgan Partners Inc.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250729160258NAL0008071554001

Morgan Partners Inc.

Name: Morgan Partners Inc. — Morgan Partners Inc. 401(k), Form 5500 (2024)
Creator: Morgan Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Partners Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Morgan Partners Inc.'s Morgan Partners Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Laura Morgan signed Morgan Partners Inc.'s 2024 Form 5500 as plan administrator.

Laura Morgan — 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

Morgan Partners Inc.'s EIN is 91-1706361.

EIN 91-1706361

Plan number 001

Plan year 2024

ACK ID 20250729160258NAL0008071554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Partners Inc.'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 MORGAN PARTNERS INC.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MORGAN PARTNERS INC

EIN

all filings

Address

3213 W WHEELER ST PMB 306 · SEATTLE, WA · 981993245

Phone

(253) 277-7800

Industry

Real Estate

Plan administrator