Krista Reynolds signed Morgan Properties Payroll SVCS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Properties Payroll SVCS' EIN is 23-2852119.
Download the official 2024 Form 5500 (PDF) for Morgan Properties Payroll SVCS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan Properties Payroll SVCS' 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 | $223K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $12.4M | 16.0% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $11.7M | 15.0% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $9.8M | 12.6% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $8.4M | 10.8% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $6.6M | 8.5% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $6.4M | 8.1% | |
| FIDELITY OTC K6 PORTFOLIO | Registered Investment Companies | — | — | $2.5M | 3.3% | |
| FIDELITY GROWTH COMPANY K6 | Registered Investment Companies | — | — | $1.9M | 2.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.5M | 2.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.4M | 1.8% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| FIDELITY PURITAN FUND K | Registered Investment Companies | — | — | $1.2M | 1.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.1M | 1.3% | |
| FIDELITY LOW PRICED STOCK K6 | Registered Investment Companies | — | — | $983K | 1.3% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $788K | 1.0% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $787K | 1.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $756K | 1.0% | |
| GGT EUROPACIFIC GROWTH I1 WILMINGTON TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $742K | 1.0% | |
| FIDELITY SMALL CAP VALUE | Registered Investment Companies | — | — | $721K | 0.9% | |
| FID ADV SM CAP GROWTH Z | Registered Investment Companies | — | — | $684K | 0.9% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $658K | 0.8% | |
| FIDELITY REAL ESTATE INV PORT | Registered Investment Companies | — | — | $611K | 0.8% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $315K | 0.4% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $290K | 0.4% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $252K | 0.3% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $215K | 0.3% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $206K | 0.3% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $176K | 0.2% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $165K | 0.2% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $89K | 0.1% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 761 | Common Collective Trust | — | — | $358 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
