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Original filing (PDF)20250414154623NAL0001917489001
MORGAN MEMORIAL GOODWILL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
MORGAN MEMORIAL GOODWILL INDUSTRIES INC 403 (B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
463
Accounts w/ balance
177
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORGAN MEMORIAL GOODWILL INDUSTRIES, INC..
Plan sponsor
Name
MORGAN MEMORIAL GOODWILL INDUSTRIES, INC.
EIN
04-2106765
Address
1010 HARRISON AVE · BOSTON, MA · 021192540
Phone
(617) 445-1010
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $55K | — |
| ARTHUR J GALLAGHER & CO | 36-4291971 | — | SERVICE PROVIDER | $18K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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