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Original filing (PDF)20260112140015NAL0015168387001
MORRIS BEAN & COMPANY
Form 5500
FILING_RECEIVED
MORRIS BEAN & COMPANY RET PLAN FOR HOURLY BARGAINING UNIT EMPLOYEES
Defined-benefit pension plan
Signals · 1
~89 bps in Sched C fees
Active participants
31
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS BEAN & COMPANY.
Plan sponsor
Name
MORRIS BEAN & COMPANY
EIN
31-0510640
Address
777 E HYDE RD · YELLOW SPRINGS, OH · 453879726
Phone
(937) 767-7301
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-12
Pension benefit codes
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK, SHAEFER, HACKETT, AND CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 41-6271370 | — | TRUSTEE | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO | 31-0800053 | — | AUDITOR | $13K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JHBENEFITS LTD | 20-0754801 | — | ACTUARY | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.