Sponsor portfolio
I. MORGENSTEIN, INC.
EIN 13-1549855wholesaleLatest filing 2025
Plans
1
Retirement
1
$158K assets
Welfare
0
Participants
8
580 FIFTH AVENUE, SUITE 402 - NEW YORK, NY 10036212-819-0803imorgenstein.comLinkedIn1-10 employeeswholesale
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | I. MORGENSTEIN, INC. EMPLOYEES' PROFIT SHARING PLAN | ProfitSharing | $158K | 8 | 2025 |
Retirement plans