# Morling & Company 401(k) Plan
Source: https://planprovider.pro/companies/morling-company-plan

> Morling & Company's 401(k) plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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