Assets by plan
Share of aggregate retirement assets
Filings through .
Morrow & Gayheart, PLLC
EIN 20-4331128Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.6M assets
Health & Benefits
0
Participants
38
216 FOUNTAIN COURT, SUITE 110 - LEXINGTON, KY 405092181859-264-1898
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.6M assets / 38 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MORROW & GAYHEART, PLLC 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$6.5M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JENKINS & MORROW, PLLC CASH BALANCE PENSION PLAN
Cash balance
Assets$3.1M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MORROW & GAYHEART, PLLC 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $6.5M | 16 | 2025 |
| #002 | JENKINS & MORROW, PLLC CASH BALANCE PENSION PLAN | Cash balance | $3.1M | 22 | 2025 |
- #001 · 401(k) · 202516
- #002 · Cash balance · 202522
Retirement plans