Brian L. Scott signed The Morse Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Morse Group, Inc.'s EIN is 26-1086212.
Download the official 2024 Form 5500 (PDF) for The Morse Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Morse Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI, LLP | 39-0758449 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $5.0M | 17.3% | |
| Admiral Shares Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $2.5M | 8.9% | |
| Fund Admiral Shares Vanguard Retirement Income Fund N/R | Mutual Funds | — | — | $2.2M | 7.8% | |
| Admiral Shares Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $2.1M | 7.3% | |
| Portfolio Institutional Class Dodge & Cox Dodge & Cox Income Fund Class X N/R | Mutual Funds | — | — | $1.5M | 5.1% | |
| Instl Avantis US Equity Institutional N/R | Other securities | — | — | $1.4M | 4.7% | |
| Index Fund Admiral Shares Vanguard Real Estate Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 4.3% | |
| Avantis Emerging Markets Equity N/R | Mutual Funds | — | — | $1.2M | 4.2% | |
| Fund Vanguard Intermediate-Term Bond N/R | Mutual Funds | — | — | $1.2M | 4.2% | |
| Institutional Class Dimensional DFA International Core Equity N/R | Mutual Funds | — | — | $1.1M | 4.0% | |
| Avantis US Small Cap Value Instl N/R | Other securities | — | — | $1.1M | 3.9% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 3.8% | |
| Index Fund Admiral Shares Vanguard Emerging Markets Stock N/R | Common Collective Trusts | — | — | $1.1M | 3.8% | |
| Fund Investor Shares Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $949K | 3.3% | |
| Portfolio Institutional Class Dimensional DFA Investment Grade Portfolio N/R | Mutual Funds | — | — | $923K | 3.2% | |
| Instl Avantis International Small Cap Val N/R | Other securities | — | — | $919K | 3.2% | |
| Money Market Fund * Mid Atlantic Trust Company Deposit Management Program I N/R | Cash / Money Market | — | — | $663K | 2.3% | |
| Dimensional DFA Inflation-Protected Securities N/R | Mutual Funds | — | — | $399K | 1.4% | |
| Fund Investor Shares Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $267K | 0.9% | |
| Fund Fidelity Large Cap Value Index Fund N/R | Common Collective Trusts | — | — | $225K | 0.8% | |
| Fund Investor Shares Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $199K | 0.7% | |
| Fidelity Small Cap Growth Index N/R | Mutual Funds | — | — | $125K | 0.4% | |
| Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $86K | 0.3% | |
| Fund Investor Shares Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $64K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $64K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $55K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $49K | 0.2% | |
| Fund Investor Shares Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $26K | <0.1% | |
| Fund Investor Shares Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $21K | <0.1% | |
| Fund Investor Shares Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
