Shirley Horner signed The Moran Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Moran Group, Inc.'s EIN is 20-0069179.
Download the official 2024 Form 5500 (PDF) for The Moran Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Moran Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDREWS HOOPER PAVLIK PLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.1M | 11.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.8M | 10.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.7M | 9.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.6M | 9.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.5M | 8.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $966K | 5.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $794K | 4.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $771K | 4.5% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $758K | 4.4% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $505K | 2.9% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $430K | 2.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $429K | 2.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $343K | 2.0% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $301K | 1.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $282K | 1.6% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $261K | 1.5% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $260K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $193K | 1.1% | |
| JANUS HEND HIGH YIELD FUND N | Registered Investment Companies | — | — | $150K | 0.9% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $123K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $96K | 0.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $76K | 0.4% | |
| BWGL GL OPPS BND I | Registered Investment Companies | — | — | $66K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $66K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 38-3133790 |
| — |
| ACCOUNTANT |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $43K | — |
