Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Morley Bros., LLC
EIN 02-0661812Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
10
236 N. SANTA CRUZ AVE., SUITE 106A - LOS GATOS, CA 95030408-458-4400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MORLEY BROS. CASH BALANCE PLAN
Traditional DB
Assets$3.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MORLEY BROS. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MORLEY BROS. CASH BALANCE PLAN | Traditional DB | $3.4M | 5 | 2025 | |
| 001 | MORLEY BROS. 401(K) PROFIT SHARING PLAN | 401(k) | $1.2M | 5 | 2025 |
Retirement plans