Original filing (PDF)20251008082402NAL0003122883001

MARY ANN MORSE HEALTHCARE CORP.

Name: MARY ANN MORSE HEALTHCARE CORP. — MARY ANN MORSE HEALTHCARE CORP. 401(K) PLAN, Form 5500 (2024)
Creator: MARY ANN MORSE HEALTHCARE CORP.

Form 5500

FILING_RECEIVED

MARY ANN MORSE HEALTHCARE CORP. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

230

Accounts w/ balance

241

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.3M

How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY ANN MORSE HEALTHCARE CORP..

Plan sponsor

Name

MARY ANN MORSE HEALTHCARE CORP.

EIN

22-3064323

Address

45 UNION STREET · NATICK, MA · 01760

Phone

(508) 788-6050

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INS & ANN CO.	36-3297908	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$0	—

TPA / Administrator

Investments

26 direct securities · 1 pooled fund· $12.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$6.3M

25 holdings

Pooled Separate Account

$5.9M

1 holding

Common Stock

$71K

1 holding

					% of plan
MAP VOYA RET INS & ANN CO SEP ACT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$5.9M	92.9%
Parties-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Market Interest Lessor or Similar Party Par, or Maturity Value Cost Value * Vanguard LifeStrat Grw Fd Inv Pooled Separate Account	Other securities	—	—	$1.1M	17.0%
Vanguard LifeStrat Md Grw Fd Inv Pooled Separate Account	Other securities	—	—	$924K	14.5%
American Funds Growth Fund R6 Pooled Separate Account	Other securities	—	—	$608K	9.6%
Voya Index Solution 2030 P Z Pooled Separate Account	Other securities	—	—	$576K	9.0%
Voya Index Solution 2035 P Z Pooled Separate Account	Other securities	—	—	$412K	6.5%
Voya Fixed Account (4450) Fixed Annuity Contract	Other securities	—	—	$365K	5.7%
Vanguard 500 Index Fund Adm Pooled Separate Account	Other securities	—	—	$307K	4.8%
Voya Index Solution 2040 P Z Pooled Separate Account	Other securities	—	—	$300K	4.7%
DFA Intl Core Equity Port Ins Pooled Separate Account	Other securities	—	—	$277K	4.3%
Vanguard LifeStrat Cns Gr Fd Inv Pooled Separate Account	Other securities	—	—	$253K	4.0%
Voya Index Solution 2045 P Z Pooled Separate Account	Other securities	—	—	$183K	2.9%
Voya Index Solution 2025 P Z Pooled Separate Account	Other securities	—	—	$178K	2.8%
JPMorgan Equity Income Fund R6 Pooled Separate Account	Other securities	—	—	$160K	2.5%
DFA US Small Cap Portfolio Ins Pooled Separate Account	Other securities	—	—	$157K	2.5%
Voya Index Solution 2050 P Z Pooled Separate Account	Other securities	—	—	$147K	2.3%
through March 2029 -	Other securities	—	—	$87K	1.4%
Voya Index Solution 2055 P Z Pooled Separate Account	Other securities	—	—	$83K	1.3%
Voya Index Solution Inc. P Z Pooled Separate Account	Common Stock	—	—	$71K	1.1%
Voya Index Solution 2060 P Z Pooled Separate Account	Other securities	—	—	$47K	0.7%
Vanguard Mid-Cap Index Fund Adm Pooled Separate Account	Other securities	—	—	$40K	0.6%
PIMCO High Yield Fund Ins Pooled Separate Account	Other securities	—	—	$31K	0.5%
Voya Index Solution 2065 P Z Pooled Separate Account	Other securities	—	—	$23K	0.4%
Vanguard St-Trm Inv-Grd Fnd Adm Pooled Separate Account	Other securities	—	—	$23K	0.4%
Pioneer Bond Fund K Pooled Separate Account	Other securities	—	—	$17K	0.3%
Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account	Other securities	—	—	$9K	0.1%
AB Global Bond Fund Z Pooled Separate Account	Other securities	—	—	$5K	<0.1%