Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
JONES & HALE, LLP D/B/A MORNINGSTAR LAW GROUP
EIN 45-5286075Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$24.9M assets
Welfare
0
Participants
91
434 FAYETTEVILLE ST., SUITE 2200 - RALEIGH, NC 27601919-590-0373
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.9M assets / 91 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
MORNINGSTAR LAW GROUP 401(K) PLAN
401k
Assets$20.5M
Participants68
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MORNINGSTAR LAW GROUP CASH BALANCE PLAN
CashBalance
Assets$4.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORNINGSTAR LAW GROUP 401(K) PLAN | 401k | $20.5M | 68 | 2025 | |
| 003 | MORNINGSTAR LAW GROUP CASH BALANCE PLAN | CashBalance | $4.4M | 23 | 2025 |
Retirement plans