Bradley Kline signed Moran Foods, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moran Foods, LLC's EIN is 43-1283296.
Download the official 2024 Form 5500 (PDF) for Moran Foods, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moran Foods, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVESTMENT ADVISOR | $11K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | OTHER | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE FUNDS · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $20.4M | 16.7% | |
| NORTHER TRUST S&P 500 NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $13.0M | 10.6% | |
| Vanguard Target Ret 2035 Mutual Fund | Mutual Funds | — | — | $10.0M | 8.2% | |
| Vanguard Target Ret 2045 Mutual Fund | Mutual Funds | — | — | $9.8M | 8.0% | |
| Vanguard Target Ret 2030 Mutual Fund | Mutual Funds | — | — | $9.7M | 7.9% | |
| Vanguard Target Ret 2050 Mutual Fund | Mutual Funds | — | — | $8.7M | 7.1% | |
| Vanguard Target Ret 2040 Mutual Fund | Mutual Funds | — | — | $8.4M | 6.9% | |
| Vanguard Target Ret 2025 Mutual Fund | Mutual Funds | — | — | $8.3M | 6.7% | |
| Vanguard Target Ret 2055 Mutual Fund | Mutual Funds | — | — | $6.2M | 5.0% | |
| HARBOR CAPITAL APPRECIATION RETIRE HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $5.6M | 4.6% | |
| NORTHERN TRUST EXTENDED EQUITY NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $4.5M | 3.6% | |
| Vanguard Target Ret 2060 Mutual Fund | Mutual Funds | — | — | $2.6M | 2.1% | |
| Notes receivable from participants Interest rate ranges from 3.25% to 9.50% | Bonds / Notes | — | — | $2.4M | 1.9% | |
| Vanguard Target Ret Income Mutual Fund | Mutual Funds | — | — | $2.1M | 1.7% | |
| Vanguard Target Ret 2020 Mutual Fund | Mutual Funds | — | — | $1.7M | 1.4% | |
| NORTHERN TRUST ACWI NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| NORTHERN TRUST AGGREGATE BOND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Voya Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.0M | 0.9% | |
| MFS MID CAP GROWTH FUND WILMINGTON TRUST FUNDS · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.0M | 0.8% | |
| FIAM Core Plus Commingled Pool - Class I Mutual Fund | Common Collective Trusts | — | — | $610K | 0.5% | |
| Vanguard Target Ret 2065 Mutual Fund | Mutual Funds | — | — | $595K | 0.5% | |
| MFS LARGE CAP VALUE CIT WILMINGTON TRUST FUNDS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $568K | 0.5% | |
| MFS MID CAP VALUE FUND WILMINGTON TRUST FUNDS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $538K | 0.4% | |
| Allspring Special Sm Cap Val Mutual Fund | Other securities | — | — | $466K | 0.4% | |
| Principal SmallCap Growth I R6 Mutual Fund | Other securities | — | — | $462K | 0.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH WILMINGTON TRUST, N.A · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $355K | 0.3% | |
| Vanguard Target Ret 2070 Mutual Fund | Mutual Funds | — | — | $332K | 0.3% |
