GREG Vander Lende signed Morrison Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrison Industries, Inc.'s EIN is 38-2360979.
Download the official 2024 Form 5500 (PDF) for Morrison Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrison Industries, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $54K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 INV | Common Collective Trusts | — | — | $4.2M | 11.8% | |
| FID FDM IDX 2030 INV | Common Collective Trusts | — | — | $3.4M | 9.4% | |
| FID FDM IDX 2040 INV | Common Collective Trusts | — | — | $3.2M | 9.0% | |
| TRP Blue Chip Growth Index | Other securities | — | — | $3.1M | 8.8% | |
| FID FDM IDX 2050 INV | Common Collective Trusts | — | — | $2.7M | 7.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 6.5% | |
| FID FDM IDX 2025 INV | Common Collective Trusts | — | — | $2.0M | 5.7% | |
| FID FDM IDX 2045 INV | Common Collective Trusts | — | — | $1.5M | 4.3% | |
| FID FDM IDX 2055 INV | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $989K | 2.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $988K | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $952K | 2.7% | |
| LD ABT SH DTN INC R6 | Common Stocks | — | — | $877K | 2.5% | |
| FID FDM IDX 2060 INV | Common Collective Trusts | — | — | $802K | 2.2% | |
| BP All Cap Value Investment | Other securities | — | — | $708K | 2.0% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | — | $672K | 1.9% | |
| Vanguard Internal Growth ADM | Mutual Funds | — | — | $672K | 1.9% | |
| FID FDM IDX 2020 INV | Common Collective Trusts | — | — | $666K | 1.9% | |
| Virtus NFJ Mid-Cap Value Fund | Other securities | — | — | $580K | 1.6% | |
| Victory Nasdaq 100 Index R6 | Other securities | — | — | $546K | 1.5% | |
| percent - | Other securities | — | — | $536K | 1.5% | |
| Fidelity Management Trust Company** AB Income Adv | Mutual Funds | — | — | $495K | 1.4% | |
| Fidelity Global EX US Index | Mutual Funds | — | — | $380K | 1.1% | |
| CRLN E Mid Cap Index | Other securities | — | — | $376K | 1.1% | |
| FID FDM IDX 2065 INV | Common Collective Trusts | — | — | $302K | 0.8% | |
| PT P Foreign Value Investment | Other securities | — | — | $205K | 0.6% | |
| Harbo SCV ADM | Other securities | — | — | $140K | 0.4% | |
| FID FDM IDX 2015 INV | Common Collective Trusts | — | — | $43K | 0.1% | |
| C&S Global Realty Index | Other securities | — | — | $39K | 0.1% | |
| John Hancock Disciplined Value International R6 | Other securities | — | — | $29K | <0.1% | |
| INVS EQUITY & INC R5 | Common Stocks | — | — | $25K | <0.1% | |
| Fidelity FDM Index Investment | Mutual Funds | — | — | $15K | <0.1% | |
| FID FDM IDX 2070 INV | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $16K | — |
