Original filing (PDF)20251009092143NAL0006746497001

JAMES D. MORRISSEY, INC.

Name: JAMES D. MORRISSEY, INC. — JAMES D. MORRISSEY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: JAMES D. MORRISSEY, INC.

Form 5500

FILING_RECEIVED

JAMES D. MORRISSEY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

258

Accounts w/ balance

349

Plan assets (EOY)

$26.4M

Net assets (EOY)

$26.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES D. MORRISSEY, INC..

Plan sponsor

Name

JAMES D. MORRISSEY, INC.

EIN

23-1268801

Address

9119 FRANKFORD AVENUE · PHILADELPHIA, PA · 19114

Phone

(215) 333-8000

Industry

Constructionsee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS	—	IRVINE, CA	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$43K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $607K(2% 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.

Investment	Type	Current value	% of plan
RELIANCEMETLIFE GAC SERIES 25053 C1 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	$607K	2.3%

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