# The Morgante Group, PLLC
Source: https://planprovider.pro/provider/the-morgante-group-pllc

> The Morgante Group, PLLC is your trusted partner for professional, personalized financial services and guidance. As seasoned tax professionals and Certified…

Employee Benefit Plan Auditor

Rochester Hills, MI

## About The Morgante Group, PLLC

The Morgante Group, PLLC is your trusted partner for professional, personalized financial services and guidance. As seasoned tax professionals and Certified Public Accountants (CPA) based in Michigan since 1997, we are dedicated to helping individuals and businesses achieve financial excellence.

Website: [https://themorgantegroup.com/](https://themorgantegroup.com/)

Founded: 1989

## Office Locations

- Rochester Hills, MI (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 3

- Total AUM Audited: $136.4M

- 401(k): 3 plans, $136.4M AUM

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. SAVINGS AND THRIFT PLAN|GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC., MI|$80M|122|

| GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN|GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC., MI|$43M|124|

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