Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
STEVEN J. MORTON & ASSOCIATES, LTD.
EIN 36-4204928law practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
4
212 WEST WASHINGTON STREET, SUITE 1008 - CHICAGO, IL 60606312-372-4448LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 4 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
STEVEN J. MORTON AND ASSOCIATES, LTD. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SJM LAW 401(K) PLAN
401k
Assets$696K
Participants2
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 | STEVEN J. MORTON AND ASSOCIATES, LTD. DEFINED BENEFIT PLAN | TraditionalDB | $2.9M | 2 | 2024 | |
| 001 | SJM LAW 401(K) PLAN | 401k | $696K | 2 | 2025 |
Retirement plans