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

Active participants

15,533

Total plan assets

$1.9B

Filings (rows)

Direct comp

$638K

Indirect comp

SERVICES PROVIDED

Investment manager8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LOMA Linda University Faculty Medical Group LOMA Linda University Faculty Medical Group Multiple Employer Retirement Plan · all filings	LOMA LINDA, CA	Investment manager	3,932	$699.9M	$85K	$0
LOMA Linda University Faculty Medical Group LOMA Linda University Faculty Medical Group Multiple Employer Retirement Plan · all filings	LOMA LINDA, CA	Investment manager	3,892	$612.7M	$80K	$0
LOMA Linda University Faculty Medical Group LOMA Linda University Faculty Medical Group Multiple Employer Retirement Plan · all filings	LOMA LINDA, CA	Investment manager	3,885	$516.6M	$80K	$0
Tarzana Treatment Centers, Inc. Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan · all filings	TARZANA, CA	Investment manager	1,095	$24.2M	$77K	$0
Tarzana Treatment Centers, Inc. Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan · all filings	TARZANA, CA	Investment manager	1,016	$20.4M	$59K	$0
Ventura County Professional Firefighters Assoc. Premium Reimb Plan of Vcpfa Benefit Trust · all filings	CAMARILLO, CA	Investment manager	418	$19.2M	$95K	$0
Ventura County Professional Firefighters Assoc. Premium Reimb Plan of Vcpfa Benefit Trust · all filings	CAMARILLO, CA	Investment manager	420	$17.7M	$88K	$0
Tarzana Treatment Centers, Inc. Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan · all filings	TARZANA, CA	Investment manager	875	$16.0M	$74K	$0