Plan Snapshot
- Plan Sponsor: Morling & Company
- Sponsor EIN: 942989774
- Sponsor Address: 7049 REDWOOD BLVD., SUITE 205, NOVATO, CA, 94945
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 35 | $20.6M | $280,536 | $294,960 |
| 2023 | 23 | $18.7M | $257,831 | $274,910 |
| 2022 | 18 | $16.7M | $199,658 | $267,690 |