Marcia Walker signed Morrow Renewables, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrow Renewables, LLC's EIN is 20-8845619.
Download the official 2024 Form 5500 (PDF) for Morrow Renewables, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrow Renewables, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 23.8% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $1.2M | 13.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $760K | 8.6% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $565K | 6.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $559K | 6.4% | |
| JPMORGAN GLOBAL ALLOCATION R6 | Registered Investment Companies | — | — | $472K | 5.4% | |
| BLACKROCK FEDFUND - CASH MGMT | Registered Investment Companies | — | — | $454K | 5.2% | |
| INVESCO GOLD & SP MIN Y | Registered Investment Companies | — | — | $368K | 4.2% | |
| FRA MUTUAL INTERNATL VALUE R6 | Registered Investment Companies | — | — | $186K | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $152K | 1.7% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $135K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $128K | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $122K | 1.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $118K | 1.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $86K | 1.0% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $64K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $63K | 0.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $62K | 0.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $59K | 0.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $45K | 0.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $42K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $40K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $31K | 0.4% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $26K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $19K | 0.2% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $18K | 0.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $17K | 0.2% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $16K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $13K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3K | <0.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $16K |
| — |
