Sponsor portfolio
MORGAN WEALTH MANAGEMENT
EIN 82-0638860Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$284K assets
Welfare
0
Participants
6
655 S ALTA AVE, PO BOX 277 - DINUBA, CA 93618559-591-0263
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 | |
|---|---|---|---|---|---|---|
| 001 | MORGAN WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $284K | 6 | 2025 |
Retirement plans