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Sponsor portfolio

MORTON, CAMPBELL AND SHANNON LLC

EIN 93-4970203-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$543K assets
Welfare
0
Participants
13
427 N. KIRK ROAD, SUITE 101 - GENEVA, IL 60134630-448-4000
Plans on this EIN
1 filing
#001401k-$543K - 13 part

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Retirement#001

MORTON PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN

401k

Assets$543K
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORTON PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN401k$543K132024
Retirement plans
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