How big is Morling Financial Advisors LLC's plan?

Morling Financial Advisors LLC's plan reported $3.3M in assets and 15 participants for 2024.

Original filing (PDF)20251014004904NAL0004370562001

Morling Financial Advisors LLC

Name: Morling Financial Advisors LLC — Morling Financial, Form 5500 (2024)
Creator: Morling Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morling Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Morling Financial Advisors LLC's Morling Financial Advisors, LLC 401(k) Plan held $3.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Morling Financial Advisors LLC's EIN is 94-3328012.

EIN 94-3328012

Plan number 001

Plan year 2024

ACK ID 20251014004904NAL0004370562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morling Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morling Financial Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORLING FINANCIAL ADVISORS LLC.

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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