Sponsor portfolio
SHERRILL D. MORGAN & ASSOCIATES, INC.
EIN 61-1008329Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
17
525 WEST 5TH STREET, SUITE 310 - COVINGTON, KY 410111200859-291-6600
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $1.0M | 17 | 2025 |
Retirement plans