Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MJ MORGAN CONSULTING, LLC
EIN 26-2380077information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
5223 HEATHROW HILLS DRIVE - BRENTWOOD, TN 37027202-716-7167mjmorganconsulting.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 6 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
MJ MORGAN CONSULTING CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MJ MORGAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$749K
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 | MJ MORGAN CONSULTING CASH BALANCE PLAN | CashBalance | $1.2M | 3 | 2024 | |
| 002 | MJ MORGAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN | 401k | $749K | 3 | 2024 |
Retirement plans