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MORGAN PLANNING GROUP, LLC

EIN 27-3645399-insurance-Latest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
15
1613 SOUTHCROSS DRIVE W - BURNSVILLE, MN 55306952-373-1101morganplan.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$3.0M - 15 part

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Retirement#001

MORGAN PLANNING GROUP, LLC 401(K) PLAN

401k

Assets$3.0M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORGAN PLANNING GROUP, LLC 401(K) PLAN401k$3.0M152025
Retirement plans
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