# Morton Capital Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/morton-capital-management-llc-401k-plan

> Morton Capital Management, LLC's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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