Sponsor portfolio
JESS S. MORGAN & COMPANY, INC.
EIN 95-2483169Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$10.6M assets
Welfare
0
Participants
22
MANAGEMENT, 2049 CENTURY PARK E., SUITE 1400 - LOS ANGELES, CA 90067323-634-2400jsmco.comLinkedIn1-10 employees
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 | |
|---|---|---|---|---|---|---|
| 002 | JESS S. MORGAN & COMPANY, INC. 401(K) PLAN | 401k | $10.6M | 22 | 2025 |
Retirement plans