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Original filing (PDF)20251008171329NAL0010230096001
MORIDGE MANUFACTURING, INC
Form 5500
FILING_RECEIVED
MORIDGE MANUFACTURING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
165
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORIDGE MANUFACTURING, INC.
Plan sponsor
Name
MORIDGE MANUFACTURING, INC
EIN
48-0649764
Address
PO BOX 810 · 105 S OLD HIGHWAY 81 · MOUNDRIDGE, KS · 67107
Phone
(620) 345-6301
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BT & CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN, GIBBS & HOULIK, LC | — | WICHITA, KS | RECORDKEEPER | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGH WEALTH ADVISORS, LLC | 26-2107684 | — | INVESTMENT ADV | $50K | — |
Investments
28 direct securities· $16.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mid Atlantic Trust Company | — | — | — | $3.3M | 20.4% | |
| Mid Atlantic Trust Company | — | — | — | $2.5M | 15.7% | |
| Mid Atlantic Trust Company | — | — | — | $1.4M | 8.8% | |
| Mid Atlantic Trust Company | — | — | — | $1.3M | 8.3% | |
| Mid Atlantic Trust Company | — | — | — | $985K | 6.1% | |
| Mid Atlantic Trust Company | — | — | — | $961K | 6.0% | |
| Mid Atlantic Trust Company | — | — | — | $863K | 5.4% | |
| Mid Atlantic Trust Company | — | — | — | $811K | 5.1% | |
| Mid Atlantic Trust Company | — | — | — | $695K | 4.3% | |
| Mid Atlantic Trust Company | — | — | — | $675K | 4.2% | |
| Mid Atlantic Trust Company | — | — | — | $408K | 2.5% | |
| Mid Atlantic Trust Company | — | — | — | $406K | 2.5% | |
| Mid Atlantic Trust Company | — | — | — | $403K | 2.5% | |
| Mid Atlantic Trust Company | — | — | — | $400K | 2.5% | |
| Mid Atlantic Trust Company | — | — | — | $265K | 1.7% | |
| Mid Atlantic Trust Company | — | — | — | $143K | 0.9% | |
| Mid Atlantic Trust Company | — | — | — | $103K | 0.6% | |
| Participants | — | — | — | $82K | 0.5% | |
| Mid Atlantic Trust Company | — | — | — | $72K | 0.5% | |
| Mid Atlantic Trust Company | — | — | — | $67K | 0.4% | |
| Mid Atlantic Trust Company | — | — | — | $62K | 0.4% | |
| Mid Atlantic Trust Company | — | — | — | $43K | 0.3% | |
| Mid Atlantic Trust Company | — | — | — | $25K | 0.2% | |
| Mid Atlantic Trust Company | — | — | — | $22K | 0.1% | |
| Mid Atlantic Trust Company | — | — | — | $7K | <0.1% | |
| Mid Atlantic Trust Company | — | — | — | $1K | <0.1% | |
| Mid Atlantic Trust Company | — | — | — | $924 | <0.1% | |
| Mid Atlantic Trust Company | — | — | — | $182 | <0.1% |
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