Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MORGAN AUTISM CENTER
EIN 94-1722448primary/secondary educationLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
250
950 ST. ELIZABETH DRIVE - SAN JOSE, CA 95126408-241-8161morgancenter.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 250 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
MORGAN AUTISM CENTER 403(B) PLAN
403b
Assets$4.1M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MORGAN AUTISM CENTER PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants123
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 | MORGAN AUTISM CENTER 403(B) PLAN | 403b | $4.1M | 127 | 2025 | |
| 001 | MORGAN AUTISM CENTER PROFIT SHARING PLAN | ProfitSharing | $1.3M | 123 | 2024 |
Retirement plans