Plan Snapshot
- Plan Sponsor: Morgan Planning Group, LLC
- Sponsor EIN: 273645399
- Sponsor Address: 1613 SOUTHCROSS DRIVE W, BURNSVILLE, MN, 55306
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 15
- Total Assets: $3.0M
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. |
|---|
| 2025 | 15 | $3.0M | $0 | $0 |
| 2024 | 13 | $2.5M | $34,352 | $150,440 |
| 2023 | 13 | $1.8M | $21,245 | $115,029 |
| 2022 | 12 | $1.3M | $19,433 | $105,280 |