Plan Snapshot
- Plan Sponsor: Morton Capital Management, LLC
- Sponsor EIN: 300798181
- Sponsor Address: 27200 AGOURA ROAD #200, AGOURA HILLS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 57 | $4.8M | $70,976 | $612,995 |
| 2023 | 52 | $3.8M | $65,425 | $544,240 |
| 2022 | 49 | $2.7M | $57,758 | $500,735 |