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Original filing (PDF)20250813134412NAL0008858289001
MORRISON MAHONEY LLP
Form 5500
FILING_RECEIVED
MORRISON MAHONEY LLP ASSOCIATE 401(K) PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
235
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRISON MAHONEY LLP.
Plan sponsor
Name
MORRISON MAHONEY LLP
EIN
04-2262762
Address
250 SUMMER STREET · BOSTON, MA · 02210
Phone
(617) 439-7597
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $350 | — |
Investments
35 direct securities· $29.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual Fund | — | — | — | $3.5M | 11.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.9M | 9.7% | |
| Fidelity Freedom Index 2030 IPR Mutual Fund | — | — | — | $2.7M | 9.0% | |
| Fidelity Growth Company Mutual Fund | — | — | — | $2.6M | 8.9% | |
| Fidelity Freedom Index 2035 IPR Mutual Fund | — | — | — | $1.8M | 6.1% | |
| Fidelity Freedom Index 2050 IPR Mutual Fund | — | — | — | $1.6M | 5.5% | |
| Fidelity Freedom Index 2045 IPR Mutual Fund | — | — | — | $1.4M | 4.6% | |
| Fidelity Magellan Mutual Fund | — | — | — | $1.3M | 4.2% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund | — | — | — | $1.2M | 4.1% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund | — | — | — | $1.1M | 3.8% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $985K | 3.3% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $930K | 3.1% | |
| Fidelity Low Priced Stock Mutual Fund | — | — | — | $803K | 2.7% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund | — | — | — | $802K | 2.7% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund | — | — | — | $741K | 2.5% | |
| Fidelity NASDAQ Comp Index Mutual Fund | — | — | — | $687K | 2.3% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund | — | — | — | $505K | 1.7% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $486K | 1.6% | |
| Fidelity Global EX US Index Mutual Fund | — | — | — | $454K | 1.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $412K | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $383K | 1.3% | |
| Fidelity International Discovery Mutual Fund | — | — | — | $342K | 1.2% | |
| NB Genesis Mutual Fund | — | — | — | $298K | 1.0% | |
| Fidelity Freedom Index Inc IPR Mutual Fund | — | — | — | $293K | 1.0% | |
| Fidelity Total Bond Mutual Fund | — | — | — | $284K | 1.0% | |
| Fidelity Strategic Real Return Mutual Fund | — | — | — | $262K | 0.9% | |
| Putnam Large Cap Value R5 Mutual Fund | — | — | — | $237K | 0.8% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $194K | 0.7% | |
| Brokeragelink External Fund Self-Directed Brokerage Accounts | — | — | — | $189K | 0.6% | |
| Fidelity Freedom Index 2015 IPR Mutual Fund | — | — | — | $73K | 0.2% | |
| DWS R Real Estate R6 Mutual Fund | — | — | — | $55K | 0.2% | |
| American Funds New World R5 Mutual Fund | — | — | — | $51K | 0.2% | |
| JPMorgan Income R6 Mutual Fund | — | — | — | $34K | 0.1% | |
| Participant Loans (3.75%-8.50%) 0 | — | — | — | $32K | 0.1% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund | — | — | — | $25K | <0.1% |
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