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Original filing (PDF)20251003142917NAL0002451744001
MORGAN ENGINEERING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MORGAN ENGINEERING SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
227
Accounts w/ balance
166
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORGAN ENGINEERING SYSTEMS, INC..
Plan sponsor
Name
MORGAN ENGINEERING SYSTEMS, INC.
EIN
27-2137101
Address
1049 S. MAHONING AVENUE · ALLIANCE, OH · 44601
Phone
(330) 823-6130
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
415 GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | NONE | $38K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $30K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
30 direct securities · 1 pooled fund· $14.5M(100% of reported assets)
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.
Uncategorized
$14.5M
30 holdings
Common Collective Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth R6 | — | — | — | $2.3M | 16.0% | |
| Vanguard 500 Index Admiral | — | — | — | $1.3M | 9.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.2M | 8.1% | |
| T Rowe Price Equity Income I | — | — | — | $915K | 6.3% | |
| Vanguard Total Institutional Stock Index Admiral | — | — | — | $884K | 6.1% | |
| JP Morgan Smart Retirement 2035 R6 | — | — | — | $805K | 5.6% | |
| Schwab Personal Choice Retirement Account | — | — | — | $797K | 5.5% | |
| JP Morgan Smart Retirement 2055 R6 | — | — | — | $658K | 4.5% | |
| Amcent Diversified Bond R6 | — | — | — | $601K | 4.2% | |
| Schwab Bank Savings | — | — | — | $535K | 3.7% | |
| Col Small Cap Value II Int 3 | — | — | — | $530K | 3.7% | |
| JP Morgan US Equity R6 | — | — | — | $526K | 3.6% | |
| T Rowe Price Small Cap Val I | — | — | — | $486K | 3.4% | |
| JP Morgan Smart Retirement 2040 R6 | — | — | — | $450K | 3.1% | |
| JP Morgan Smart Retirement 2060 R6 | — | — | — | $326K | 2.2% | |
| Principal Small Cap Growth I Institutional | — | — | — | $316K | 2.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $299K | 2.1% | |
| Notes receivable from participants | — | — | — | $262K | 1.8% | |
| PGIM High Yield R6 | — | — | — | $245K | 1.7% | |
| JP Morgan Smart Retirement 2050 R6 | — | — | — | $207K | 1.4% | |
| Amcent Strategic Allocation R6 | — | — | — | $175K | 1.2% | |
| JP Morgan Smart Retirement 2030 R6 | — | — | — | $136K | 0.9% | |
| JP Morgan Smart Retirement 2025 R6 | — | — | — | $135K | 0.9% | |
| JP Morgan Smart Retirement 2045 R6 | — | — | — | $104K | 0.7% | |
| Goldman Sachs Emerging Markets Equity I | — | — | — | $84K | 0.6% | |
| PIMCO Real Return Fund - Institutional | — | — | — | $75K | 0.5% | |
| JP Morgan Smart Retirement Income R6 | — | — | — | $60K | 0.4% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $24K | 0.2% | |
| JP Morgan Smart Retirement 2020 R6 | — | — | — | $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 | — | — | — | $2K | <0.1% |