Andrea Alexander signed Moran & Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moran & Company's EIN is 36-2979476.
Download the official 2023 Form 5500 (PDF) for Moran & Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Moran & Company'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 |
|---|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICE CORP | 36-3400965 | — | SERVICE PROVIDER | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.2M | 15.3% | |
| CIT III FOR METLIFE GROUP ANNUITY GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 094 | Common Collective Trust | — | — | $2.7M | 13.0% | |
| Carillon Scout Carillon Scout Mid Cap I | Other securities | — | — | $1.6M | 7.6% | |
| Neuberger Berman Large Cap Value Instl | Other securities | — | — | $1.3M | 6.3% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.3M | 6.1% | |
| Virtus Kar Virtus KAR Mid-Cap Growth R6 | Other securities | — | — | $1.2M | 5.7% | |
| BNY Mellon BNY Mellon Appreciation Y | Other securities | — | — | $1.2M | 5.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $889K | 4.2% | |
| Federated Hermes Federated Hermes MDT Large Cap Growth IS | Other securities | — | — | $879K | 4.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $865K | 4.1% | |
| Thornburg Better World-I | Other securities | — | — | $836K | 4.0% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $667K | 3.2% | |
| T. Rowe Price T Rowe Price Retire 2020 Inv | Mutual Funds | — | — | $566K | 2.7% | |
| Columbia Small Cap Value Fund I Instl 3 | Other securities | — | — | $486K | 2.3% | |
| Oberweis Sml Cap Opport-Inst | Other securities | — | — | $394K | 1.9% | |
| Vanguard Group Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $382K | 1.8% | |
| Vanguard Group Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $342K | 1.6% | |
| T. Rowe Price Target Retirement 2030 | Other securities | — | — | $339K | 1.6% | |
| Vanguard Group Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $337K | 1.6% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $323K | 1.5% | |
| Registered Investment Companies American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $312K | 1.5% | |
| Vanguard Group Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $305K | 1.5% | |
| Vanguard Group Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $163K | 0.8% | |
| BlackRock Advisors, LLC Advantage Small Cap Core K | Other securities | — | — | $126K | 0.6% | |
| T. Rowe Price T Rowe Price Retire 2010 | Mutual Funds | — | — | $93K | 0.4% | |
| Vanguard Group Vanguard Long-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $79K | 0.4% | |
| Participant Loans Interest rates ranging from 4.25% to 7.25% | Bonds / Notes | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
