MORTON CAPITAL MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
8
Active participants
15,533
Total plan assets
$1.9B
Filings (rows)
8
Direct comp
$638K
Indirect comp
$0
SERVICES PROVIDED
Other8
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA, CA | Other NONE | 3,932 | $699.9M | $85K |
| LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA, CA | Other NONE | 3,892 | $612.7M | $80K |
| LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA, CA | Other NONE | 3,885 | $516.6M | $80K |
| TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN | TARZANA, CA | Other INVESTMENT/FINANCIAL ADVI | 1,095 | $24.2M | $77K |
| TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN | TARZANA, CA | Other INVESTMENT/FINANCIAL ADVI | 1,016 | $20.4M | $59K |
| VENTURA COUNTY PROFESSIONAL FIREFIGHTERS ASSOC. PREMIUM REIMB PLAN OF VCPFA BENEFIT TRUST | CAMARILLO, CA | Other N/A | 418 | $19.2M | $95K |
| VENTURA COUNTY PROFESSIONAL FIREFIGHTERS ASSOC. PREMIUM REIMB PLAN OF VCPFA BENEFIT TRUST | CAMARILLO, CA | Other N/A | 420 | $17.7M | $88K |
| TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN | TARZANA, CA | Other INVESTMENT/FINANCIAL ADVI | 875 | $16.0M | $74K |