Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MORGAN-MARROW COMPANY
EIN 54-0794126insuranceLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
64
SIX MANHATTAN SQUARE, SUITE 205 - HAMPTON, VA 236665843757-865-1900morganmarrow.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 64 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
MORGAN-MARROW COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$5.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MORGAN-MARROW COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$433K
Participants30
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 | MORGAN-MARROW COMPANY 401(K) PROFIT SHARING PLAN | 401k | $5.6M | 34 | 2024 | |
| 002 | MORGAN-MARROW COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $433K | 30 | 2024 |
Retirement plans