Sherry Leary signed Morris James LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morris James LLP's EIN is 51-0023480.
Download the official 2024 Form 5500 (PDF) for Morris James LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morris James LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | CONTRACT ADMINISTRATOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INV RESEARCH INC | 42-1445429 | — | INVESTMENT ADVISOR | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stable Value Investment, at contract value * Mass Mutual Mass Mutual Guaranteed Investment | Stable Value | — | — | $11.0M | 15.9% | |
| Vanguard U.S. Growth | Mutual Funds | — | — | $9.9M | 14.3% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $6.6M | 9.5% | |
| Columbia Dividend Income | Other securities | — | — | $4.2M | 6.1% | |
| MFS International Diversification | Mutual Funds | — | — | $3.8M | 5.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $3.4M | 4.9% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $3.1M | 4.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.7M | 3.9% | |
| Nationwide Geneva Small-Cap Growth | Other securities | — | — | $2.6M | 3.8% | |
| American Funds Balanced | Mutual Funds | — | — | $2.1M | 3.1% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $2.0M | 2.9% | |
| PIMCO Income Fund | Mutual Funds | — | — | $1.9M | 2.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.7M | 2.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| Vanguard Small-Cap Value Index | Mutual Funds | — | — | $1.2M | 1.8% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $1.1M | 1.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $937K | 1.4% | |
| Vanguard Total International Bond Index | Mutual Funds | — | — | $818K | 1.2% | |
| Vanguard Target Retirement Income ** 257 * Vanguard Total Bond Market Index | Mutual Funds | — | — | $786K | 1.1% | |
| Vanguard Inflation Protected Securities | Mutual Funds | — | — | $782K | 1.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $722K | 1.0% | |
| s * Vanguard Cash Reserve Federal Money Market Fund | Mutual Funds | — | — | $554K | 0.8% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $480K | 0.7% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $463K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $461K | 0.7% | |
| Contract Notes Receivable from Participants * Participant loans Interest rates range from 4.25% to 9.50% - | Bonds / Notes | — | — | $438K | 0.6% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $420K | 0.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $322K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $308K | 0.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $276K | 0.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $265K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $201K | 0.3% | |
| Vanguard Wellesley Income | Mutual Funds | — | — | $152K | 0.2% | |
| American Funds New Worlds | Mutual Funds | — | — | $127K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $6K | <0.1% |
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 |
|---|---|---|---|---|---|
| HERITAGE ADMINISTRATIVE SERVICES | 26-1662097 | — | TPA | $19K | — |
