Sponsor portfolio
THE MORGAN KELLIE GROUP INC
EIN 20-0748329Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$183K assets
Welfare
0
Participants
11
418 AVIATION BLVD STE C - SANTA ROSA, CA 954031074707-479-3492morgankelliegroup.comLinkedIn1-10 employees
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 | |
|---|---|---|---|---|---|---|
| 001 | THE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $183K | 11 | 2024 |
Retirement plans