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Original filing (PDF)20250522140243NAL0002706161001
HARRISON GLOBAL, LLC
Form 5500
FILING_RECEIVED
MARCOU TRANSPORTATION GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
831
Accounts w/ balance
437
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
20 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT MAP D (no filing on disk)]" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRISON GLOBAL, LLC.
Plan sponsor
Name
HARRISON GLOBAL, LLC
EIN
04-3147707
Address
880 MAIN ST. 3RD FLOOR · WALTHAM, MA · 02451
Phone
(781) 693-5373
Industry
Other Services (ex. Public Admin)see all
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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | — | EAST PROVIDENCE, RI | TPA ADMINISTRATOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
20 pooled funds· $26.1M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$14.9M
19 holdings
Pooled Separate Account
$11.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT MAP D VOYA RETIREMENT INS & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.1M | 41.2% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUNDR WILMINGTON TRUST FUND · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.8% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUNDR WILMINGTON TRUST FUND · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $1.9M | 6.9% | |
| MASSMUTUAL POOLED STABLE TRUST R WILMINGTON TRUST FUND · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $1.8M | 6.5% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUNDR WILMINGTON TRUST FUND · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.5% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUNDR WILMINGTON TRUST FUND · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.5% | |
| LARGE CAP GROWTH FUND II R1 WILMINGTON TRUST FUND · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.4M | 5.0% | |
| CORE BOND FUND R1 WILMINGTON TRUST RETIRE AND INST SERV CO · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $842K | 3.1% | |
| LARGE CAP VALUE FUND R1 WILMINGTON TRUST, NA · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $571K | 2.1% | |
| MYCOMPASS AMERCIAN FUNDS 2015 FUNDR WILMINGTON TRUST FUND · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $541K | 2.0% | |
| INTERNATIONAL EQUITY FUND WILLMINGTON TRUST FUND · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $348K | 1.3% | |
| WT EUROPACIFIC GROWTH CT WILMINGTON TRUST, NA · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $333K | 1.2% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUNDR WILMINGTON TRUST FUND · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $315K | 1.2% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUNDR WILMINGTON TRUST FUND · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $301K | 1.1% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUNDR WILMINGTON TRUST FUND · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $293K | 1.1% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUNDR WILMINGTON TRUST FUND · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $234K | 0.9% | |
| MYCOMPASS AMERICAN FUNDS 2040 WILMINGTON TRUST FUND · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $210K | 0.8% | |
| EMERGING MARKETS FUND R1 WILMINGTON TRUST FUND · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $182K | 0.7% | |
| SMALL CAP VALUE FUND III R1 WILMINGTON TRUST FUNDS · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $90K | 0.3% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUNDR WILMINGTON TRUST FUND · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $75K | 0.3% |