Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
The Charles Morgan Group LP
EIN 75-2571198ConstructionLatest filing 2025
Plans
2
Retirement
2
$493K assets
Welfare
0
Participants
22
1551 E INTERSTATE 30, STE 100 - ROCKWALL, TX 75087972-772-9089
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $493K assets / 22 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
THE CHARLES MORGAN GROUP LP CASH BALANCE PLAN
Cash balance
Assets$383K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE CHARLES MORGAN GROUP LP PROFIT SHARING PLAN
Profit-sharing
Assets$110K
Participants11
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 | THE CHARLES MORGAN GROUP LP CASH BALANCE PLAN | Cash balance | $383K | 11 | 2025 | |
| 001 | THE CHARLES MORGAN GROUP LP PROFIT SHARING PLAN | Profit-sharing | $110K | 11 | 2025 |
Retirement plans