Back to filter
Original filing (PDF)20251008144751NAL0005713617001
MORCON, INC.
Form 5500
FILING_RECEIVED
MORCON, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
104
Accounts w/ balance
91
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORCON, INC..
Plan sponsor
Name
MORCON, INC.
EIN
30-0796296
Address
18 DIVISION ST. · STE 414 · SARATOGA SPRINGS, NY · 12866
Phone
(518) 796-5556
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CMJ LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $8K | — |
Investments
27 direct securities · 1 pooled fund· $3.8M(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
$3.6M
27 holdings
Common Collective Trust
$220K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 34,258.95 Fid Freedom Bld 2055 PR Mutual Fund | — | — | — | $433K | 11.4% | |
| 16,846.17 MFS Intl Diverson R6 Mutual Fund | — | — | — | $385K | 10.1% | |
| 1,499.27 Fid 500 Index Mutual Fund | — | — | — | $306K | 8.1% | |
| 12,685.43 Guggenheim Total Return Bd Is Mutual Fund | — | — | — | $297K | 7.8% | |
| 7,091.13 Putnam Large Cap Value R6 Mutual Fund | — | — | — | $245K | 6.4% | |
| 2,787.06 JPM Large Cap Growth R6 Mutual Fund | — | — | — | $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 | — | — | — | $138K | 3.6% | |
| 1,941.29 American Funds New Perspect R6 Mutual Fund | — | — | — | $121K | 3.2% | |
| 2,953.93 Fid Emerging Markets K Mutual Fund | — | — | — | $112K | 3.0% | |
| 3,689.75 Col Small Cap Growth I3 Mutual Fund | — | — | — | $109K | 2.9% | |
| 2,293.00 J H Balanced N Mutual Fund | — | — | — | $105K | 2.8% | |
| 7,993.63 Fid Freedom Bld 2040 PR Mutual Fund | — | — | — | $100K | 2.6% | |
| 2,893.07 DFA US Target Value I Mutual Fund | — | — | — | $99K | 2.6% | |
| 10,409.33 Blackrock Infl Pro Bd K Mutual Fund | — | — | — | $98K | 2.6% | |
| 7,010.52 Fid Freedom Bld 2050 PR Mutual Fund | — | — | — | $88K | 2.3% | |
| 3,101.86 Fid Small Cap Idx Mutual Fund | — | — | — | $86K | 2.3% | |
| 6,622.26 Fid Freedom Bld 2045 PR Mutual Fund | — | — | — | $83K | 2.2% | |
| 2,442.90 Fid Mid Cap Idx Mutual Fund | — | — | — | $82K | 2.2% | |
| 6,255.55 Fid Freedom Bld 2060 PR Mutual Fund | — | — | — | $80K | 2.1% | |
| 2,518.65 PIF Real Est Sec Is Mutual Fund | — | — | — | $71K | 1.9% | |
| terms of 1-5 years | — | — | — | $69K | 1.8% | |
| 5,866.62 Fid Freedom Bld 2030 PR Mutual Fund | — | — | — | $66K | 1.7% | |
| 5,157.45 Fid Freedom Bld 2025 PR Mutual Fund | — | — | — | $56K | 1.5% | |
| 1,749.92 MFS Mid Cap Value R6 Mutual Fund | — | — | — | $56K | 1.5% | |
| 2,139.75 Pimco Income Inst Mutual Fund | — | — | — | $23K | 0.6% | |
| 1,297.62 Fid Freedom Bld 2065 PR Mutual Fund | — | — | — | $17K | 0.5% | |
| 187.16 Fid Freedom Bld 2020 PR Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
COTTRELL PAPER COMPANY, INC.
COTTRELL PAPER COMPANY, INC. DEFINED CONTRIBUTION 401(K) PLAN
$3.8M · 31 participants
IVEX SPECIALTY PAPER, LLC
IVEX SPECIALTY PAPER, LLC 401(K) RETIREMENT SAVINGS PLAN
$3.8M · 56 participants
BRISTOL TAPE CORPORATION
BRISTOL TAPE CORPORATION 401(K) PLAN
$3.8M · 38 participants
MASSILLON CONTAINER COMPANY
VAIL INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN
$3.8M · 7 participants
ROBERDS CONVERTING COMPANY, INC.
ROBERDS CONVERTING COMPANY INC 401(K) PROFIT SHARING PLAN
$3.8M · 35 participants
ENDPAK PACKAGING, INC.
ENDPAK PACKAGING, INC. PROFIT SHARING PLAN
$3.8M · 90 participants
Large plans in New York
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants