Nick Venturi signed Morton Buildings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morton Buildings, Inc.'s EIN is 37-0347310.
Download the official 2024 Form 5500 (PDF) for Morton Buildings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morton Buildings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA), an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $151K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 775,223 shares | Mutual Funds | — | $775K | $29.4M | 13.9% | |
| Vanguard Target Retirement 2025 1,456,203 shares | Mutual Funds | — | $1.5M | $27.2M | 12.9% | |
| *Morton Buildings, Inc. 195,544 shares | Common Stocks | — | $5.7M | $26.2M | 12.4% | |
| Vanguard Target Retirement 2040 517,273 shares | Mutual Funds | — | $517K | $22.4M | 10.6% | |
| Vanguard Target Retirement 2035 865,585 shares | Mutual Funds | — | $866K | $20.8M | 9.8% | |
| Vanguard Target Retirement 2045 651,763 shares | Mutual Funds | — | $652K | $19.3M | 9.2% | |
| Vanguard Target Retirement 2050 216,210 shares | Mutual Funds | — | $216K | $10.8M | 5.1% | |
| Vanguard Target Retirement 2020 374,862 shares | Mutual Funds | — | $375K | $9.9M | 4.7% | |
| Vanguard Institutional Index Instl 13,444 shares | Mutual Funds | — | $13K | $6.4M | 3.0% | |
| Vanguard Target Retirement 2055 112,857 shares | Mutual Funds | — | $113K | $6.3M | 3.0% | |
| ClearBridge Large Cap Growth IS 79,106 shares | Other securities | — | $79K | $6.0M | 2.8% | |
| Vanguard Target Retirement 2060 79,691 shares | Mutual Funds | — | $80K | $4.1M | 1.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | $3.4M | $3.4M | 1.6% | |
| Vanguard Mid Cap Index Admiral 9,486 shares | Mutual Funds | — | $9K | $3.1M | 1.5% | |
| Vanguard Target Retirement Income 234,220 shares | Mutual Funds | — | $234K | $3.1M | 1.5% | |
| Notes Receivable from Participants with Interest Rates of Various Maturity Dates through 2029 3.25% to 9.50% | Bonds / Notes | — | — | $2.4M | 1.1% | |
| Vanguard Target Retirement 2065 54,964 shares | Mutual Funds | — | $55K | $1.8M | 0.9% | |
| Vanguard Small Cap Index Admiral 13,661 shares | Mutual Funds | — | $14K | $1.6M | 0.7% | |
| Vanguard Total Int'l Stock Index Admiral 41,619 shares | Mutual Funds | — | $42K | $1.3M | 0.6% | |
| Vanguard Total Bond Market Index Admiral 116,177 shares | Mutual Funds | — | $116K | $1.1M | 0.5% | |
| US Treasury Bill, 03/27/2025 741,000 face value | U.S. Treasuries | — | $733K | $734K | 0.3% | |
| PIMCO Income Instl 63,855 shares | Mutual Funds | — | $64K | $672K | 0.3% | |
| Columbia Dividend Income Instl 3 19,235 shares | Other securities | — | $19K | $649K | 0.3% | |
| US Treasury Bill, 03/11/2025 415,000 face value | U.S. Treasuries | — | $412K | $412K | 0.2% | |
| US Treasury Bill, 02/6/2025 330,000 face value | U.S. Treasuries | — | $326K | $329K | 0.2% | |
| Congress Mid Cap Growth Institutional 13,396 shares | Other securities | — | $13K | $304K | 0.1% | |
| JPMorgan Emerging Markets Equity R6 6,284 shares | Other securities | — | $6K | $190K | <0.1% | |
| Vanguard Target Retirement 2070 4,683 shares | Mutual Funds | — | $5K | $125K | <0.1% | |
| PIMCO Comm Plus Strat Instl 18,594 shares | Mutual Funds | — | $19K | $123K | <0.1% | |
| US Treasury Bills US Treasury Bill, 01/23/2025 $100,000 face value | U.S. Treasuries | — | $99K | $100K | <0.1% | |
| US Treasury Bill, 01/28/2025 90,000 face value | U.S. Treasuries | — | $89K | $90K | <0.1% | |
| US Treasury Bill, 01/30/2025 75,000 face value | U.S. Treasuries | — | $74K | $75K | <0.1% | |
| American Century Inflation Adjs Bond R6 6,143 shares | Other securities | — | $6K | $63K | <0.1% | |
| US Government Obligations Federal Home Loan Mortgage, 11/21/2029 $50,000 face value | Agency / Mortgage-Backed | — | $50K | $50K | <0.1% | |
| Cohen & Steers Real Estate Securities Z 2,852 shares | Other securities | — | $3K | $49K | <0.1% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 2,457 shares | Other securities | — | $2K | $48K | <0.1% | |
| Money Market Funds Federated Investors Treasury Obligations Instl Money Market 47,076 shares | Cash / Money Market | — | $47K | $47K | <0.1% | |
| Santander Drive Auto Rec Trust, 02/15/2028 41,537 face value | Other securities | — | $42K | $42K | <0.1% | |
| GM FINL Consume Automobile Trust, 04/16/2027 35,732 face value | Other securities | — | $35K | $36K | <0.1% | |
| USAA Auto Owners Trust, 11/16/2026 33,220 face value | Other securities | — | $33K | $33K | <0.1% | |
| Vanguard Federal Money Market 28,367 shares | Mutual Funds | — | $28K | $28K | <0.1% | |
| Toyota Auto Rec Owner Trust, 04/15/2027 28,319 face value | Other securities | — | $28K | $28K | <0.1% | |
| AMGEN Inc, 03/02/2026 $25,000 face value | Corporate Bonds | — | $25K | $25K | <0.1% | |
| First Horizon National Corp., 05/26/2025 25,000 face value | Common Stocks | — | $25K | $25K | <0.1% | |
| US Treasury Bill, 04/08/2025 25,000 face value | U.S. Treasuries | — | $25K | $25K | <0.1% | |
| GM FINL Automobile Leasing Trust, 04/20/2026 $18,163 face value | Other securities | — | $18K | $18K | <0.1% | |
| Allspring Special Mid Cap Value R6 240 shares | Mutual Funds | — | — | $11K | <0.1% | |
| MFS Total Return Bond R6 1,096 shares | Mutual Funds | — | $1K | $10K | <0.1% | |
| Federated Hermes Intl Strat Val Div R6 1,520 shares | Other securities | — | $2K | $6K | <0.1% | |
| PEAC Solutions, 06/20/2025 4,776 face value | Other securities | — | $5K | $5K | <0.1% |
