Plan Snapshot
- Plan Sponsor: Morgan Newton Company, LP
- Sponsor EIN: 752929709
- Sponsor Address: 3401 WYNWOOD DRIVE, PLANO, TX, 75074
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 78 | $5.9M | $80,741 | $350,737 |
| 2023 | 94 | $5.2M | $69,282 | $296,343 |
| 2022 | 79 | $4.0M | $59,930 | $261,314 |