Kathleen Gould signed Morcon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morcon, Inc.'s EIN is 30-0796296.
Download the official 2024 Form 5500 (PDF) for Morcon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morcon, Inc.'s 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 34,258.95 Fid Freedom Bld 2055 PR Mutual Fund | Mutual Funds | — | — | $433K | 11.4% | |
| 16,846.17 MFS Intl Diverson R6 Mutual Fund | Mutual Funds | — | — | $385K | 10.1% | |
| 1,499.27 Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $306K | 8.1% | |
| 12,685.43 Guggenheim Total Return Bd Is Mutual Fund | Other securities | — | — | $297K | 7.8% | |
| 7,091.13 Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $245K | 6.4% | |
| 2,787.06 JPM Large Cap Growth R6 Mutual Fund | Other securities | — | — | $233K | 6.1% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $220K | 5.8% | |
| 11,660.77 Fid Freedom Bld 2035 PR Mutual Fund | Mutual Funds | — | — | $138K | 3.6% | |
| 1,941.29 American Funds New Perspect R6 Mutual Fund | Mutual Funds | — | — | $121K | 3.2% | |
| 2,953.93 Fid Emerging Markets K Mutual Fund | Mutual Funds | — | — | $112K | 3.0% | |
| 3,689.75 Col Small Cap Growth I3 Mutual Fund | Other securities | — | — | $109K | 2.9% | |
| 2,293.00 J H Balanced N Mutual Fund | Other securities | — | — | $105K | 2.8% | |
| 7,993.63 Fid Freedom Bld 2040 PR Mutual Fund | Mutual Funds | — | — | $100K | 2.6% | |
| 2,893.07 DFA US Target Value I Mutual Fund | Mutual Funds | — | — | $99K | 2.6% | |
| 10,409.33 Blackrock Infl Pro Bd K Mutual Fund | Other securities | — | — | $98K | 2.6% | |
| 7,010.52 Fid Freedom Bld 2050 PR Mutual Fund | Mutual Funds | — | — | $88K | 2.3% | |
| 3,101.86 Fid Small Cap Idx Mutual Fund | Common Collective Trusts | — | — | $86K | 2.3% | |
| 6,622.26 Fid Freedom Bld 2045 PR Mutual Fund | Mutual Funds | — | — | $83K | 2.2% | |
| 2,442.90 Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $82K | 2.2% | |
| 6,255.55 Fid Freedom Bld 2060 PR Mutual Fund | Mutual Funds | — | — | $80K | 2.1% | |
| 2,518.65 PIF Real Est Sec Is Mutual Fund | Other securities | — | — | $71K | 1.9% | |
| terms of 1-5 years | Other securities | — | — | $69K | 1.8% | |
| 5,866.62 Fid Freedom Bld 2030 PR Mutual Fund | Mutual Funds | — | — | $66K | 1.7% | |
| 5,157.45 Fid Freedom Bld 2025 PR Mutual Fund | Mutual Funds | — | — | $56K | 1.5% | |
| 1,749.92 MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $56K | 1.5% | |
| 2,139.75 Pimco Income Inst Mutual Fund | Mutual Funds | — | — | $23K | 0.6% | |
| 1,297.62 Fid Freedom Bld 2065 PR Mutual Fund | Mutual Funds | — | — | $17K | 0.5% | |
| 187.16 Fid Freedom Bld 2020 PR Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
