Plan Snapshot
- Plan Sponsor: A. Morton Thomas And Associates, INC. (EIN 520728302)
- Plan Type: 401(k)
- Total Participants: 509
- Total Assets: $77.8M
- Sponsor State: MD
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 509 | $77.8M | $1.7M | $3.3M |
| 2023 | 488 | $73.8M | $1.7M | $2.8M |
| 2022 | 435 | $63.7M | $1.6M | $2.7M |
Service Providers
- BDO USA P.C. — Accountant / Independent Qualified Public Accountant