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Original filing (PDF)20251009111334NAL0003847523001
MORRIS GROUP, INC.
Form 5500
FILING_RECEIVED
MORRIS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,057
Accounts w/ balance
1,260
Plan assets (EOY)
$146.5M
Net assets (EOY)
$146.5M
How this plan invests
This plan
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS GROUP, INC..
Plan sponsor
Name
MORRIS GROUP, INC.
EIN
06-0610609
Address
910 DAY HILL ROAD · WINDSOR, CT · 06095
Phone
(860) 687-3475
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
Investments
28 direct securities· $143.4M(98% of reported assets)
Uncategorized
$114.5M
26 holdings
Mutual Funds
$19.1M
1 holding
Guaranteed Income / GIC
$9.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Management Trust Company Fidelity Total Market Index Fund | Mutual Funds | — | — | $19.1M | 13.0% | |
| Fidelity Management Trust Company Fidelity Contrafund | — | — | — | $15.9M | 10.8% | |
| American Funds American Funds 2030 Target Date Retirement | — | — | — | $10.5M | 7.2% | |
| American Funds American Funds 2035 Target Date Retirement | — | — | — | $10.3M | 7.0% | |
| * Company MassMutual Stable Value Diversified | Guaranteed Income / GIC | — | — | $9.9M | 6.7% | |
| American Funds American Funds 2050 Target Date Retirement | — | — | — | $8.2M | 5.6% | |
| American Funds American Funds 2040 Target Date Retirement | — | — | — | $6.4M | 4.3% | |
| American Funds American Funds 2055 Target Date Retirement | — | — | — | $6.2M | 4.2% | |
| American Funds American Funds 2045 Target Date Retirement | — | — | — | $6.1M | 4.2% | |
| American Funds American Funds 2025 Target Date Retirement | — | — | — | $5.4M | 3.7% | |
| Fidelity Management Trust Company Fidelity International Capital Appreciation Fund | — | — | — | $5.3M | 3.6% | |
| American Funds American Funds Balanced Fund | — | — | — | $5.0M | 3.4% | |
| American Funds American Funds 2060 Target Date Retirement | — | — | — | $4.7M | 3.2% | |
| Mid-cap growth Funds JPMorgan Mid Cap Growth Fund | — | — | — | $4.4M | 3.0% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund | — | — | — | $3.8M | 2.6% | |
| T. Rowe Price T. Rowe Price Communications & Technology Fund | — | — | — | $3.6M | 2.4% | |
| Columbia Funds Columbia Dividend Income Fund | — | — | — | $3.5M | 2.4% | |
| Fidelity Management Trust Company Fidelity Total Bond Fund | — | — | — | $3.3M | 2.3% | |
| Fidelity Management Trust Company Fidelity Total International Index Fund | — | — | — | $2.3M | 1.6% | |
| Participant loans * Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $2.0M | 1.4% | |
| American Funds American Funds 2020 Target Date Retirement | — | — | — | $1.9M | 1.3% | |
| American Funds DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $1.7M | 1.2% | |
| iShares U.S. Aggregate Bond Index Fund | — | — | — | $1.5M | 1.1% | |
| Fidelity Management Trust Company Fidelity Real Estate Index Fund | — | — | — | $878K | 0.6% | |
| Vanguard Explorer Fund | — | — | — | $680K | 0.5% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $398K | 0.3% | |
| American Funds American Funds 2010 Target Date Retirement | — | — | — | $278K | 0.2% | |
| American Funds American Funds 2015 Target Date Retirement | — | — | — | $227K | 0.2% |
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