Mark Fedor signed Morgan Engineering Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Engineering Systems, Inc.'s EIN is 27-2137101.
Download the official 2024 Form 5500 (PDF) for Morgan Engineering Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan Engineering Systems, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | NONE | $38K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Growth R6 | Mutual Funds | — | — | $2.3M | 16.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.3M | 9.2% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.2M | 8.1% | |
| T Rowe Price Equity Income I | Mutual Funds | — | — | $915K | 6.3% | |
| Vanguard Total Institutional Stock Index Admiral | Mutual Funds | — | — | $884K | 6.1% | |
| JP Morgan Smart Retirement 2035 R6 | Other securities | — | — | $805K | 5.6% | |
| Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $797K | 5.5% | |
| JP Morgan Smart Retirement 2055 R6 | Other securities | — | — | $658K | 4.5% | |
| Amcent Diversified Bond R6 | Other securities | — | — | $601K | 4.2% | |
| Schwab Bank Savings | Mutual Funds | — | — | $535K | 3.7% | |
| Col Small Cap Value II Int 3 | Other securities | — | — | $530K | 3.7% | |
| JP Morgan US Equity R6 | Other securities | — | — | $526K | 3.6% | |
| T Rowe Price Small Cap Val I | Mutual Funds | — | — | $486K | 3.4% | |
| JP Morgan Smart Retirement 2040 R6 | Other securities | — | — | $450K | 3.1% | |
| JP Morgan Smart Retirement 2060 R6 | Other securities | — | — | $326K | 2.2% | |
| Principal Small Cap Growth I Institutional | Other securities | — | — | $316K | 2.2% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $299K | 2.1% | |
| Notes receivable from participants | Other securities | — | — | $262K | 1.8% | |
| PGIM High Yield R6 | Other securities | — | — | $245K | 1.7% | |
| JP Morgan Smart Retirement 2050 R6 | Other securities | — | — | $207K | 1.4% | |
| Amcent Strategic Allocation R6 | Other securities | — | — | $175K | 1.2% | |
| JP Morgan Smart Retirement 2030 R6 | Other securities | — | — | $136K | 0.9% | |
| JP Morgan Smart Retirement 2025 R6 | Other securities | — | — | $135K | 0.9% | |
| JP Morgan Smart Retirement 2045 R6 | Other securities | — | — | $104K | 0.7% | |
| Goldman Sachs Emerging Markets Equity I | Other securities | — | — | $84K | 0.6% | |
| PIMCO Real Return Fund - Institutional | Mutual Funds | — | — | $75K | 0.5% | |
| JP Morgan Smart Retirement Income R6 | Other securities | — | — | $60K | 0.4% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $24K | 0.2% | |
| JP Morgan Smart Retirement 2020 R6 | Other securities | — | — | $18K | 0.1% | |
| BLACKROCK 1-3 YR GOVBDIDX CL R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802368 / PN 009 | Common Collective Trust | — | — | $3K | <0.1% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
| $0 |
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