Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
MUNROE MORROW WEALTH MANAGEMEN
EIN 33-2305145Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
17
346 COMMERCIAL ST UNIT C-1 - BOSTON, MA 021091123617-600-5491
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 17 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#002
MUNROE MORROW WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MUNROE MORROW WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MUNROE MORROW WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.9M | 8 | 2025 | |
| 001 | MUNROE MORROW WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.6M | 9 | 2025 |
Retirement plans