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Original filing (PDF)20250811150909NAL0008678208001
THE MORSE GROUP, INC.
Form 5500
FILING_RECEIVED
THE MORSE GROUP, INC. 401(K) DEFERRED COMPENSATION PLAN
401(k) retirement plan
Active participants
208
Accounts w/ balance
250
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MORSE GROUP, INC..
Plan sponsor
Name
THE MORSE GROUP, INC.
EIN
26-1086212
Address
500 WEST SOUTH STREET · FREEPORT, IL · 610326836
Phone
(815) 266-4200
Industry
Electrical Contractors· Constructionsee 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
2025-08-11
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI, LLP | 39-0758449 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $57K | — |
Investments
31 direct securities· $27.8M(97% of reported assets)
Uncategorized
$26.6M
30 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | — | — | — | $5.0M | 17.3% | |
| Admiral Shares Vanguard Developed Markets Index N/R | — | — | — | $2.5M | 8.9% | |
| Fund Admiral Shares Vanguard Retirement Income Fund N/R | — | — | — | $2.2M | 7.8% | |
| Admiral Shares Vanguard Mid-Cap Index Fund N/R | — | — | — | $2.1M | 7.3% | |
| Portfolio Institutional Class Dodge & Cox Dodge & Cox Income Fund Class X N/R | — | — | — | $1.5M | 5.1% | |
| Instl Avantis US Equity Institutional N/R | — | — | — | $1.4M | 4.7% | |
| Index Fund Admiral Shares Vanguard Real Estate Index Fund N/R | — | — | — | $1.3M | 4.3% | |
| Avantis Emerging Markets Equity N/R | Mutual Funds | — | — | $1.2M | 4.2% | |
| Fund Vanguard Intermediate-Term Bond N/R | — | — | — | $1.2M | 4.2% | |
| Institutional Class Dimensional DFA International Core Equity N/R | — | — | — | $1.1M | 4.0% | |
| Avantis US Small Cap Value Instl N/R | — | — | — | $1.1M | 3.9% | |
| Vanguard Small Cap Index Fund N/R | — | — | — | $1.1M | 3.8% | |
| Index Fund Admiral Shares Vanguard Emerging Markets Stock N/R | — | — | — | $1.1M | 3.8% | |
| Fund Investor Shares Vanguard Target Retirement 2045 N/R | — | — | — | $949K | 3.3% | |
| Portfolio Institutional Class Dimensional DFA Investment Grade Portfolio N/R | — | — | — | $923K | 3.2% | |
| Instl Avantis International Small Cap Val N/R | — | — | — | $919K | 3.2% | |
| Money Market Fund * Mid Atlantic Trust Company Deposit Management Program I N/R | — | — | — | $663K | 2.3% | |
| Dimensional DFA Inflation-Protected Securities N/R | — | — | — | $399K | 1.4% | |
| Fund Investor Shares Vanguard Target Retirement 2040 N/R | — | — | — | $267K | 0.9% | |
| Fund Fidelity Large Cap Value Index Fund N/R | — | — | — | $225K | 0.8% | |
| Fund Investor Shares Vanguard Target Retirement 2030 N/R | — | — | — | $199K | 0.7% | |
| Fidelity Small Cap Growth Index N/R | — | — | — | $125K | 0.4% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $86K | 0.3% | |
| Fund Investor Shares Vanguard Target Retirement 2050 N/R | — | — | — | $64K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2060 N/R | — | — | — | $64K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2055 N/R | — | — | — | $55K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2025 N/R | — | — | — | $49K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2035 N/R | — | — | — | $26K | <0.1% | |
| Fund Investor Shares Vanguard Target Retirement 2070 N/R | — | — | — | $21K | <0.1% | |
| Fund Investor Shares Vanguard Target Retirement 2065 N/R | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2020 N/R | — | — | — | $6K | <0.1% |
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