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  2. Morling & Company

Filings through Oct 24, 2026.

Morling & Company

EIN 94-2989774-financial services-Latest filing 2025
Plans
1
Retirement
1
$22.3M assets
Health & Benefits
0
Participants
35
7049 REDWOOD BLVD., SUITE 205 - NOVATO, CA 94945415-956-9500morling.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$22.3M - 35 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MORLING & COMPANY 401(K) PLAN

401(k)

Assets$22.3M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MORLING & COMPANY 401(K) PLAN401(k)$22.3M352025
  • MORLING & COMPANY 401(K) PLAN$22.3M
    #001 · 401(k) · 202535
Retirement plans
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