Original filing (PDF)20251014155623NAL0001650307001

MORGAN AUTISM CENTER

Name: MORGAN AUTISM CENTER — MORGAN AUTISM CENTER 403(B) PLAN, Form 5500 (2024)
Creator: MORGAN AUTISM CENTER

Form 5500-SF

FILING_RECEIVED

MORGAN AUTISM CENTER 403(B) PLAN

403(b) retirement plan

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORGAN AUTISM CENTER.

Plan sponsor

Name

MORGAN AUTISM CENTER

EIN

94-1722448

Address

950 ST. ELIZABETH DRIVE · SAN JOSE, CA · 95126

Phone

(408) 241-8161

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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