How big is Morsecorp, Inc.'s plan?

Morsecorp, Inc.'s plan reported $14.0M in assets and 151 participants for 2024.

Original filing (PDF)20250701111530NAL0006708339001

Morsecorp, Inc.

Name: Morsecorp, Inc. — Morsecorp Inc. 401(k) Profit, Form 5500 (2024)
Creator: Morsecorp, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Morsecorp Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Morsecorp, Inc.'s Morsecorp Inc. 401(k) Profit Sharing Plan and Trust held $14.0M in plan assets for 151 participants in 2024, with Fidelity as recordkeeper.

Active participants

151

Accounts w/ balance

195

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Rachel Corcoran signed Morsecorp, Inc.'s 2024 Form 5500 as plan administrator.

Rachel Corcoran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morsecorp, Inc.'s EIN is 47-2054171.

EIN 47-2054171

Plan number 001

Plan year 2024

ACK ID 20250701111530NAL0006708339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morsecorp, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morsecorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORSECORP, INC..

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MORSECORP, INC.

EIN

all filings

Address

101 MAIN STREET · 14TH FLOOR · CAMBRIDGE, MA · 021421531

Phone

(617) 398-2409

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$21K	—

Investments

36 direct securities· $10.0M(71% of reported assets)

Mutual Funds

$7.9M

21 holdings

Common Collective Trusts

$1.8M

8 holdings

Other securities

$367K

6 holdings

U.S. Treasuries

$6K

1 holding

					% of plan
Fidelity Freedom 2060 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.7M	11.9%
Fidelity Freedom 2055 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.7M	11.8%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.1M	7.7%
Fidelity Freedom 2050 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$938K	6.7%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$816K	5.8%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$581K	4.1%
Fidelity Freedom 2040 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$484K	3.4%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$472K	3.4%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$377K	2.7%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$289K	2.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$245K	1.7%
Fidelity Global U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$232K	1.7%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$148K	1.1%
Allspring Special Small Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$128K	0.9%
American Funds American Mutual Fund Class R6 Mutual Fund	Mutual Funds	—	—	$128K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$119K	0.8%
T. Rowe Price Dividend Growth Fund I Class Mutual Fund	Other securities	—	—	$110K	0.8%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$77K	0.5%
Vanguard Health Care Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$72K	0.5%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$45K	0.3%
Vanguard Mid‐Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$43K	0.3%
RBC Emerging Markets Equity Fund Class R6 Mutual Fund	Other securities	—	—	$41K	0.3%
AB Small Cap Growth Portfolio Class Z Mutual Fund	Other securities	—	—	$41K	0.3%
American Century Mid Cap Value Fund R6 Class Mutual Fund	Other securities	—	—	$31K	0.2%
Fidelity Total Bond K6 Fund Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$24K	0.2%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$23K	0.2%
Vanguard Energy Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$19K	0.1%
Invesco International Small‐Mid Compay Fund Class R6 Mutual Fund	Mutual Funds	—	—	$19K	0.1%
Vanguard Global Capital Cycles Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$18K	0.1%
Vanguard High‐Yield Corporate Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$16K	0.1%
Cohen & Steers Realty Shares Fund Class Z Mutual Fund	Other securities	—	—	$15K	0.1%
Fidelity Inflation‐Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$11K	<0.1%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
JP Morgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$6K	<0.1%
Vanguard Short‐Term Federal Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$5K	<0.1%