How big is Morrison Mahoney LLP's plan?

Morrison Mahoney LLP's plan reported $92.8M in assets and 228 participants for 2024.

Original filing (PDF)20250813095242NAL0004808931001

Morrison Mahoney LLP

Name: Morrison Mahoney LLP — Morrison Mahoney LLP Profit, Form 5500 (2024)
Creator: Morrison Mahoney LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Morrison Mahoney LLP Profit Sharing - 401(k) Plan

401(k) retirement plan · Morrison Mahoney LLP's Morrison Mahoney LLP Profit Sharing - 401(k) Plan held $92.8M in plan assets for 228 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

228

Accounts w/ balance

264

Plan assets (EOY)

$92.8M

Net assets (EOY)

$92.8M

People on this filing

Andrea Day signed Morrison Mahoney LLP's 2024 Form 5500 as plan administrator.

Andrea Day — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morrison Mahoney LLP's EIN is 04-2262762.

EIN 04-2262762

Plan number 001

Plan year 2024

ACK ID 20250813095242NAL0004808931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morrison Mahoney LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morrison Mahoney LLP's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRISON MAHONEY LLP.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

MORRISON MAHONEY LLP

EIN

all filings

Address

250 SUMMER STREET · BOSTON, MA · 02210

Phone

(617) 439-7500

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCKLAND TRUST	04-1782600	—	INVESTMENT ADVISOR	$30K	—

Investments

36 direct securities· $92.8M(100% of reported assets)

Mutual Funds

$73.6M

29 holdings

Self-Directed Brokerage

$9.5M

1 holding

Common Collective Trusts

$7.7M

2 holdings

Other securities

$1.7M

3 holdings

Bonds / Notes

$268K

1 holding

					% of plan
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$14.7M	15.8%
Brokeragelink External Fund Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$9.5M	10.3%
Fidelity Freedom Index 2030 IPR Mutual Fund	Mutual Funds	—	—	$9.1M	9.8%
Fidelity Growth Company K6 Mutual Fund	Mutual Funds	—	—	$7.5M	8.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$6.5M	7.0%
Fidelity Freedom Index 2025 IPR Mutual Fund	Mutual Funds	—	—	$5.6M	6.0%
Fidelity Magellan K Mutual Fund	Mutual Funds	—	—	$5.4M	5.8%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$4.9M	5.3%
Fidelity Low Priced Stock K Mutual Fund	Mutual Funds	—	—	$4.4M	4.7%
Fidelity Freedom Index 2035 IPR Mutual Fund	Mutual Funds	—	—	$3.4M	3.6%
Fidelity Freedom Index 2040 IPR Mutual Fund	Mutual Funds	—	—	$2.9M	3.1%
Fidelity Freedom Index 2020 IPR Mutual Fund	Mutual Funds	—	—	$2.1M	2.2%
Fidelity Total Bond Mutual Fund	Mutual Funds	—	—	$1.7M	1.9%
Fidelity Freedom Index 2015 IPR Mutual Fund	Mutual Funds	—	—	$1.5M	1.6%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$1.3M	1.5%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$1.3M	1.4%
NB Genesis Fund Institutional Class Mutual Fund	Other securities	—	—	$1.3M	1.4%
Fidelity Freedom Index 2010 IPR Mutual Fund	Mutual Funds	—	—	$1.2M	1.3%
Fidelity NASDAQ Comp Index Mutual Fund	Mutual Funds	—	—	$1.1M	1.2%
Putnam Large Cap Value R5 Mutual Fund	Mutual Funds	—	—	$861K	0.9%
Fidelity Freedom Index 2050 IPR Mutual Fund	Mutual Funds	—	—	$844K	0.9%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$776K	0.8%
Fidelity International Discovery Mutual Fund	Mutual Funds	—	—	$723K	0.8%
Fidelity Global EX US Index Mutual Fund	Mutual Funds	—	—	$704K	0.8%
Fidelity Freedom Index 2060 IPR Mutual Fund	Mutual Funds	—	—	$596K	0.6%
Fidelity Freedom Index 2055 IPR Mutual Fund	Mutual Funds	—	—	$582K	0.6%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$575K	0.6%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$524K	0.6%
JP Morgan Income R6 Mutual Fund	Other securities	—	—	$397K	0.4%
Fidelity Freedom Index 2045 IPR Mutual Fund	Mutual Funds	—	—	$390K	0.4%
Participant Loans (3.75%-9.50%) 0	Bonds / Notes	—	—	$268K	0.3%
Fidelity Freedom Index 2065 IPR Mutual Fund	Mutual Funds	—	—	$197K	0.2%
Fidelity Strategic Real Return Mutual Fund	Mutual Funds	—	—	$131K	0.1%
American Funds New World R5 Mutual Fund	Mutual Funds	—	—	$53K	<0.1%
DWS R Real Estate R6 Mutual Fund	Other securities	—	—	$20K	<0.1%
Fidelity Freedom Index Inc IPR Mutual Fund	Mutual Funds	—	—	$14K	<0.1%