P 401(k) Plan Report

Stable plan record

MORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN

Sponsored by MORETON ASSET MANAGEMENT, LLC · EIN/PN 201713107-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$10,951
Administrative cost per participant
2025
$374
Active participants
2025
6
Total plan assets
2025
$1,484,924
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260605150531NAL00014411070016$10,951
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.