Original filing (PDF)20250924142524NAL0008774656001

THE MOREY CORPORATION

Name: THE MOREY CORPORATION — THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE MOREY CORPORATION

Form 5500

FILING_RECEIVED

THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

327

Accounts w/ balance

289

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MOREY CORPORATION.

Plan sponsor

Name

THE MOREY CORPORATION

EIN

36-2211715

Address

100 MOREY DRIVE · WOODRIDGE, IL · 60517

Phone

(630) 754-2317

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

Investments

39 direct securities· $25.3M(100% of reported assets)

Other securities

$24.0M

37 holdings

Common Stock

$940K

1 holding

Participant loans

$333K

1 holding

					% of plan
Vanguard Tgt Rmt 2025 Inv Fund Mutual Fund	Other securities	—	—	$4.3M	17.3%
Vanguard Tgt Rmt 2030 Inv Fund Mutual Fund	Other securities	—	—	$3.2M	12.7%
Vanguard Tgt Rmt 2035 Inv Fund Mutual Fund	Other securities	—	—	$2.2M	8.9%
Vanguard 500 Index Admiral Fd Mutual Fund	Other securities	—	—	$2.0M	8.0%
Vanguard Tgt Rmt 2020 Inv Fund Mutual Fund	Other securities	—	—	$1.7M	6.7%
MFS Technology R6 Fund Mutual Fund	Other securities	—	—	$1.6M	6.3%
Vanguard Tgt Rmt 2045 Inv Fund Mutual Fund	Other securities	—	—	$1.5M	5.8%
Vanguard Tgt Rmt 2040 Inv Fund Mutual Fund	Other securities	—	—	$1.0M	4.1%
Vanguard Tgt Rmt Inc Inv Fund Mutual Fund	Common Stock	—	—	$940K	3.7%
Vanguard TI Stk Mkt Inx Adm Fd Mutual Fund	Other securities	—	—	$790K	3.1%
Standard Stable Asset Il Fund Insurance General Account	Other securities	—	—	$768K	3.1%
Vanguard FTSE Soc Idx Adm Fd Mutual Fund	Other securities	—	—	$583K	2.3%
BlackRock Infl Pro Bd K Fd Mutual Fund	Other securities	—	—	$453K	1.8%
Vanguard Tgt Rmt 2050 Inv Fund Mutual Fund	Other securities	—	—	$451K	1.8%
American Century Ultra R6 Fund Mutual Fund	Other securities	—	—	$392K	1.6%
Dodge & Cox Stock I Fund Mutual Fund	Other securities	—	—	$358K	1.4%
Vgd Ttl Intl Stk Idx Adm Fd Mutual Fund	Other securities	—	—	$334K	1.3%
Notes receivable from participants Participant Loans***	Participant loans	—	—	$333K	1.3%
Vanguard Energy Idx Admiral Fd Mutual Fund	Other securities	—	—	$314K	1.2%
American Century SC Gr R6 Fd Mutual Fund	Other securities	—	—	$275K	1.1%
Vanguard Mid Cap Index Adm Fd Mutual Fund	Other securities	—	—	$243K	1.0%
MFS Mid Cap Value R6 Fund Mutual Fund	Other securities	—	—	$226K	0.9%
Vanguard Tgt Rmt 2055 Inv Fund Mutual Fund	Other securities	—	—	$209K	0.8%
Undisc Mgrs Behav Value R6 Fd Mutual Fund	Other securities	—	—	$195K	0.8%
Vanguard Sm Cap Index Adm Fund Mutual Fund	Other securities	—	—	$181K	0.7%
John Hancock Bond R6 Fund Mutual Fund	Other securities	—	—	$129K	0.5%
similar party rate of interest, collateral, par, or maturity value Vanguard Fed Money Mrkt Inv Fd Mutual Fund	Other securities	—	—	$101K	0.4%
(E)	Other securities	—	$70K	$93K	0.4%
Vanguard Tgt Rmt 2060 Inv Fund Mutual Fund	Other securities	—	—	$93K	0.4%
Vanguard RE Index Adm Fund Mutual Fund	Other securities	—	—	$70K	0.3%
JP Morgan Emerg Mkts Eq R6 Fd Mutual Fund	Other securities	—	—	$60K	0.2%
(E)	Other securities	—	—	$50K	0.2%
Am Fds EuroPacific Grth R6 Fd Mutual Fund	Other securities	—	—	$50K	0.2%
Carillon Eagle MidCaGwth R6 Fd Mutual Fund	Other securities	—	—	$32K	0.1%
Vanguard Ttl Bd Mkt Idx Adm Fd Mutual Fund	Other securities	—	—	$23K	<0.1%
Fed Hm Inst Hi Yld Bdlnst Fund Mutual Fund	Other securities	—	—	$15K	<0.1%
Vanguard Tgt Rmt 2065 Inv Fund Mutual Fund	Other securities	—	—	$1K	<0.1%
(E)	Other securities	—	$23K	$1K	<0.1%
Franklin Utilities R6 Fund Mutual Fund	Other securities	—	—	$1K	<0.1%