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Original filing (PDF)20251003052117NAL0001827328001
THE MORAN GROUP, INC.
Form 5500
FILING_RECEIVED
THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
354
Accounts w/ balance
212
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 53 bps in Schedule C fees — 83% above peer band of 29 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MORAN GROUP, INC..
Plan sponsor
Name
THE MORAN GROUP, INC.
EIN
20-0069179
Address
4511 24TH AVENUE · FORT GRATIOT, MI · 48059
Phone
(810) 990-1040
Industry
Retail Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANDREWS HOOPER PAVLIK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDREWS HOOPER PAVLIK PLC | 38-3133790 | — | ACCOUNTANT | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $43K | — |
Investments
24 direct securities · 1 pooled fund· $16.8M(98% 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.
Registered Investment Companies
$15.5M
24 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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