# The Morgan Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-morgan-group-inc-401k-plan

> The Morgan Group INC.'s 401(k) plan: 604 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Morgan Group INC.

- **Sponsor EIN:** 760197035

- **Sponsor Address:** 3000 RICHMOND AVE., HOUSTON, TX, 77098

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

- **Total Participants:** 604

- **Total Assets:** $23.3M

## 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|604|$23.3M|$984,222|$1.8M|

| 2023|537|$18.9M|$967,138|$2.0M|

| 2022|511|$15.1M|$818,620|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENTLEY, BRATHCHER & ASSOCIATES, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$88,514|—|$88,514|—|—|

| 2023|$63,553|—|$63,553|—|—|

| 2022|$10,061|—|$10,061|—|—|

## Similar Plans

- [Move It Management, LLC](https://planprovider.pro/companies/move-it-management-llc-401k-plan) — 124 participants

- [Njet Corp.](https://planprovider.pro/companies/njet-corp-401k-plan) — 4 participants

- [J2c Ventures INC.](https://planprovider.pro/companies/j2c-ventures-inc-401k-plan) — 2 participants

- [Texan Transformations, INC.](https://planprovider.pro/companies/texan-transformations-inc-401k-plan) — 2 participants

- [The Morley Corporation](https://planprovider.pro/companies/the-morley-corporation-401k-plan) — 2 participants

- [Stroco Ventures, INC.](https://planprovider.pro/companies/stroco-ventures-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-morgan-group-inc-401k-plan)

© 2026 PlanProvider.Pro