Back to filter
Original filing (PDF)20250709135809NAL0013146706001
MORROW, INC.
Form 5500-SF
FILING_RECEIVED
MORROW, INC. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORROW, INC..
Plan sponsor
Name
MORROW, INC.
EIN
36-2738572
Address
123 LAKE STREET · WAUKEGAN, IL · 60085
Phone
(847) 336-4128
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
MID SOUTH FIRE SOLUTIONS, LLC
MID SOUTH FIRE SOLUTIONS, LLC 401(K) PLAN
$2.3M · 66 participants
J.D. MASTERS PLUMBING & HEATING, INC.
J.D. MASTERS PLUMBING & HEATING, INC. PENSION PLAN
$2.3M · 13 participants
SWIZZLE, INC
SWIZZLE, INC 401(K) RETIREMENT PLAN
$2.3M · 1 participants
SPECIALTY SERVICES, CORP.
SPECIALTY SERVICES 401(K) PLAN
$2.3M · 9 participants
THOMAS J. KENNEDY PLUMBING, HEATING & HVAC, INC.
TJK PLUMBING 401(K) PLAN
$2.3M · 39 participants
COENEN MECHANICAL, LLC
COENEN MECHANICAL, LLC 401(K) P/S PLAN
$2.3M · 30 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B