Alden Senior signed Morgan Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Services, Inc.'s EIN is 36-2904675.
Download the official 2024 Form 5500 (PDF) for Morgan Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.9M | 17.9% | |
| JPMorgan Large Cap Growth Fund Mutual Fund (1) | Other securities | — | — | $5.1M | 15.6% | |
| Galliard Stable Return PN Fund Common Collective Trust Fund (1) | Common Collective Trusts | — | — | $3.5M | 10.7% | |
| Vanguard TG Retirement 2020 Fund Mutual Fund (1) | Mutual Funds | — | — | $3.4M | 10.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.3M | 10.2% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $2.3M | 7.1% | |
| Vanguard TG Retirement 2030 Fund Mutual Fund (1) | Mutual Funds | — | — | $2.1M | 6.3% | |
| Vanguard TG Retirement 2050 Fund Mutual Fund (1) | Mutual Funds | — | — | $1.2M | 3.6% | |
| American Funds Europacific Growth Fund Mutual Fund (1) | Mutual Funds | — | — | $1.2M | 3.6% | |
| Vanguard TG Retirement 2040 Fund Mutual Fund (1) | Mutual Funds | — | — | $1.1M | 3.4% | |
| John Hancock III-Disc Mid Cap Value Mutual Fund (1) | Other securities | — | — | $928K | 2.8% | |
| T. Rowe Price Small Cap Stock Mutual Fund (1) | Other securities | — | — | $898K | 2.7% | |
| Per annum maturing through 2029 | Other securities | — | — | $864K | 2.6% | |
| Vanguard TG Retirement 2025 Fund Mutual Fund (1) | Mutual Funds | — | — | $609K | 1.9% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund (1) | Other securities | — | — | $569K | 1.7% | |
| Invesco Small Cap Value Fund Mutual Fund (1) | Mutual Funds | — | — | $550K | 1.7% | |
| Vanguard TG Retirement 2045 Fund Mutual Fund (1) | Mutual Funds | — | — | $526K | 1.6% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $460K | 1.4% | |
| JPMorgan High Yield Fund Mutual Fund (1) | Other securities | — | — | $391K | 1.2% | |
| Vanguard Target Retirement Fund Mutual Fund (1) | Mutual Funds | — | — | $272K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund (1) | Other securities | — | — | $192K | 0.6% | |
| Vanguard TG Retirement 2035 Fund Mutual Fund (1) | Mutual Funds | — | — | $187K | 0.6% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $171K | 0.5% | |
| Delaware Emerging Markets Mutual Fund (1) | Other securities | — | — | $107K | 0.3% | |
| Vanguard TG Retirement 2060 Fund Mutual Fund (1) | Mutual Funds | — | — | $86K | 0.3% | |
| Vanguard TG Retirement 2055 Fund Mutual Fund (1) | Mutual Funds | — | — | $77K | 0.2% | |
| Vanguard TG Retirement 2065 Fund Mutual Fund (1) | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Small Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard TG Retirement 2070 Fund Mutual Fund (1) | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
