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  2. McMorgan & Company LLC

Filings through Oct 24, 2026.

McMorgan & Company LLC

EIN 52-2334338-financial services-Latest filing 2025
Plans
1
Retirement
1
$30.1M assets
Health & Benefits
0
Participants
66
33 NEW MONTGOMERY ST, 20TH FLOOR, SUITE 2000 - SAN FRANCISCO, CA 94105415-788-9300mcmorgan.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$30.1M - 66 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MCMORGAN & COMPANY LLC RETIREMENT PLAN

401(k)

Assets$30.1M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MCMORGAN & COMPANY LLC RETIREMENT PLAN401(k)$30.1M662025
  • MCMORGAN & COMPANY LLC RETIREMENT PLAN$30.1M
    #001 · 401(k) · 202566
Retirement plans
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