Original filing (PDF)20250701111530NAL0006708339001

MORSECORP, INC.

Name: MORSECORP, INC. — MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MORSECORP, INC.

Form 5500

FILING_RECEIVED

MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

151

Accounts w/ balance

195

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Party‐In‐ Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value * Fidelity 500 Index Fund Mutual Fund" is 29% of plan.

Helping the score

Below-peer total fees (15 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORSECORP, INC..

Plan sponsor

Name

MORSECORP, INC.

EIN

47-2054171

Address

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

Phone

(617) 398-2409

Industry

All Other Professional Services· Professional & Technical Servicessee all

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)

Auditor

AAFCPAS, INC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

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

Investments

37 direct securities· $14.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Party‐In‐ Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value * Fidelity 500 Index Fund Mutual Fund	—	—	—	$4.0M	28.7%
Fidelity Freedom 2060 Fund Class K6 Mutual Fund	—	—	—	$1.7M	11.9%
Fidelity Freedom 2055 Fund Class K6 Mutual Fund	—	—	—	$1.7M	11.8%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund	—	—	—	$1.1M	7.7%
Fidelity Freedom 2050 Fund Class K6 Mutual Fund	—	—	—	$938K	6.7%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	—	—	—	$816K	5.8%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund	—	—	—	$581K	4.1%
Fidelity Freedom 2040 Fund Class K6 Mutual Fund	—	—	—	$484K	3.4%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	—	—	—	$472K	3.4%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund	—	—	—	$377K	2.7%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$289K	2.1%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$245K	1.7%
Fidelity Global U.S. Index Fund Mutual Fund	—	—	—	$232K	1.7%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund	—	—	—	$148K	1.1%
Allspring Special Small Cap Value Fund Class R6 Mutual Fund	—	—	—	$128K	0.9%
American Funds American Mutual Fund Class R6 Mutual Fund	—	—	—	$128K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$119K	0.8%
T. Rowe Price Dividend Growth Fund I Class Mutual Fund	—	—	—	$110K	0.8%
Fidelity Government Money Market Fund Class K6 Mutual Fund	—	—	—	$77K	0.5%
Vanguard Health Care Fund Admiral Shares Mutual Fund	—	—	—	$72K	0.5%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	—	—	—	$45K	0.3%
Vanguard Mid‐Cap Index Fund Admiral Shares Mutual Fund	—	—	—	$43K	0.3%
RBC Emerging Markets Equity Fund Class R6 Mutual Fund	—	—	—	$41K	0.3%
AB Small Cap Growth Portfolio Class Z Mutual Fund	—	—	—	$41K	0.3%
American Century Mid Cap Value Fund R6 Class Mutual Fund	—	—	—	$31K	0.2%
Fidelity Total Bond K6 Fund Mutual Fund	—	—	—	$26K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$24K	0.2%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund	—	—	—	$23K	0.2%
Vanguard Energy Fund Admiral Shares Mutual Fund	—	—	—	$19K	0.1%
Invesco International Small‐Mid Compay Fund Class R6 Mutual Fund	—	—	—	$19K	0.1%
Vanguard Global Capital Cycles Fund Investor Shares Mutual Fund	—	—	—	$18K	0.1%
Vanguard High‐Yield Corporate Fund Admiral Shares Mutual Fund	—	—	—	$16K	0.1%
Cohen & Steers Realty Shares Fund Class Z Mutual Fund	—	—	—	$15K	0.1%
Fidelity Inflation‐Protected Bond Index Fund Mutual Fund	—	—	—	$11K	<0.1%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	—	—	—	$9K	<0.1%
JP Morgan Government Bond R6 Mutual Fund	—	—	—	$6K	<0.1%
Vanguard Short‐Term Federal Fund Admiral Shares Mutual Fund	—	—	—	$5K	<0.1%