# Morgan Planning Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/morgan-planning-group-llc-401k-plan

> Morgan Planning Group, LLC's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morgan Planning Group, LLC

- **Sponsor EIN:** 273645399

- **Sponsor Address:** 1613 SOUTHCROSS DRIVE W, BURNSVILLE, MN, 55306

- **Plan Type:** 401(k)

- **Total Participants:** 13

- **Total Assets:** $2.5M

## 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|13|$2.5M|$34,352|$150,440|

| 2023|13|$1.8M|$21,245|$115,029|

| 2022|12|$1.3M|$19,433|$105,280|

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