Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MORNING GROUP, LLC
EIN 81-2019753Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$668K assets
Welfare
0
Participants
8
5101 YUMA ST NW - WASHINGTON, DC 20016202-255-4484
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $668K assets / 8 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 MORNING GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$510K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE MORNING GROUP 401(K) PLAN
401k
Assets$158K
Participants4
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 MORNING GROUP, LLC CASH BALANCE PLAN | CashBalance | $510K | 4 | 2025 | |
| 001 | THE MORNING GROUP 401(K) PLAN | 401k | $158K | 4 | 2025 |
Retirement plans