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Original filing (PDF)20251008090219NAL0013329810001
MOROSO PERFORMANCE PRODUCTS, INC.
Form 5500
FILING_RECEIVED
MOROSO PERFORMANCE PRODUCTS, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
92
Accounts w/ balance
93
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund Vanguard 0" is 29% of plan.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOROSO PERFORMANCE PRODUCTS, INC..
Plan sponsor
Name
MOROSO PERFORMANCE PRODUCTS, INC.
EIN
06-0850094
Address
80 CARTER DRIVE · GUILFORD, CT · 06437
Phone
(203) 453-6571
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
NICOLA, YESTER & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $13K | — |
| WILMINGTON TRUST, NATIONAL ASSOCIAT | — | WILMINGTON, DE | NONE | $8K | — |
Investments
26 direct securities · 1 pooled fund· $9.5M(100% 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.
Uncategorized
$9.4M
26 holdings
Common Collective Trust
$103K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.8M | 29.1% | |
| T. Rowe Price Capital Appreciation T. Rowe Price 0 | — | — | — | $997K | 10.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $693K | 7.3% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $689K | 7.2% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $672K | 7.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $575K | 6.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $472K | 4.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $439K | 4.6% | |
| Fidelity Extended Market Index Fidelity 0 | — | — | — | $298K | 3.1% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $269K | 2.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $266K | 2.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $219K | 2.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $194K | 2.0% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $162K | 1.7% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $104K | 1.1% | |
| FEDERATED HERMES CAPITAL PRES I FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $103K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $96K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $89K | 0.9% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $82K | 0.9% | |
| BlackRock Mid-Cap Growth Equity K BlackRock 0 | — | — | — | $78K | 0.8% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $66K | 0.7% | |
| MFS Value R6 MFS 0 | — | — | — | $63K | 0.7% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $38K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $33K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $32K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $22K | 0.2% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 728 JPMorgan Small Cap Value R6 JP Morgan 0 | — | — | — | $16K | 0.2% |