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  1. Companies/
  2. Morrow Sodali LLC 401(k) Plan
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Morrow Sodali LLC 401(k) Plan

EIN 26-0616024-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$20.0M assets
Health & Benefits
1
$1.4M premiums
Participants
454
333 LUDLOW ST, 5TH FL SOUTH TOWER - STAMFORD, CT 06902203-658-9404
Plans on this EIN
3 filings
#002401(k)-$10.7M - 160 part#001401(k)-$9.2M - 173 part#501Fully insured-$1.4M - 157 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $20.0M assets / 333 participants

Assets by plan

Share of aggregate retirement assets

  • MORROW SODALI LLC (#002)$10.7M
  • LLC 401K PLAN (#001)$9.2M
Total $20.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • KESTRA FINANCIAL$20.0M
Total $20.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)173
  • MORROW SODALI LLC (#002)160
Total 333Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Other$126K
  • Life$117K
  • +2 more
Total $1.4M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MORROW SODALI LLC

401(k)

Assets$10.7M
Participants160
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MORROW SODALI LLC 401K PLAN

401(k)

Assets$9.2M
Participants173
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MORROW SODALI LLC401(k)$10.7M1602025
#001MORROW SODALI LLC 401K PLAN401(k)$9.2M1732024
  • MORROW SODALI LLC$10.7M
    #002 · 401(k) · 2025160
  • MORROW SODALI LLC 401K PLAN$9.2M
    #001 · 401(k) · 2024173

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M1572025
  • MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLAN$1.4M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025157
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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