Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
MORETON ASSET MANAGEMENT, LLC
EIN 20-1713107investment managementLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
9
40 NORTH 100 EAST, PO BOX 280 - FARMINGTON, UT 84025801-869-4200moretonadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 9 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#001
MORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN
401k
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MORETON ASSET MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$835K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN | 401k | $1.5M | 6 | 2025 | |
| 002 | MORETON ASSET MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $835K | 3 | 2025 |
Retirement plans