Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HANNA AND MORTON LLP
EIN 95-2374061Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
7
444 S. FLOWER STREET, SUITE 2530 - LOS ANGELES, CA 900712916213-628-7131
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 7 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#003
HANNA AND MORTON, LLP PROFIT SHARING PLAN FOR SELECTED EMPLOYEES
ProfitSharing
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HANNA AND MORTON LLP EMPLOYEES' 401(K) PROFIT SHARING PLAN
401k
Assets$654K
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 | |
|---|---|---|---|---|---|---|
| 003 | HANNA AND MORTON, LLP PROFIT SHARING PLAN FOR SELECTED EMPLOYEES | ProfitSharing | $1.9M | 3 | 2024 | |
| 002 | HANNA AND MORTON LLP EMPLOYEES' 401(K) PROFIT SHARING PLAN | 401k | $654K | 4 | 2025 |
Retirement plans