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Original filing (PDF)20250828121155NAL0010445649001
MORRIS, NICHOLS, ARSHT & TUNNELL LLP
Form 5500
FILING_RECEIVED
MORRIS, NICHOLS, ARSHT & TUNNELL LLP 401(K)PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
248
Plan assets (EOY)
$160.6M
Net assets (EOY)
$160.6M
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)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS, NICHOLS, ARSHT & TUNNELL LLP.
Plan sponsor
Name
MORRIS, NICHOLS, ARSHT & TUNNELL LLP
EIN
51-0081771
Address
1201 N. MARKET STREET · WILMINGTON, DE · 19899
Phone
(302) 351-9283
Industry
Law Offices· 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $6K | — |
Investments
28 direct securities· $160.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund N/R | — | — | — | $36.7M | 22.8% | |
| Guaranteed Inc. Charles Schwab SDBA Various N/R | — | — | — | $36.2M | 22.6% | |
| Dodge & Cox Stock Fund Mutual Fund N/R | — | — | — | $14.1M | 8.8% | |
| American Century Growth R6 Mutual Fund N/R | — | — | — | $12.3M | 7.7% | |
| Vanguard Target Retirement 2045 Mutual Fund N/R | — | — | — | $6.4M | 4.0% | |
| Vanguard Target Retirement 2050 Mutual Fund N/R | — | — | — | $5.8M | 3.6% | |
| Clearbridge International Growth Mutual Fund N/R | — | — | — | $5.4M | 3.4% | |
| Fund I Vanguard Small Cap Index Admiral Mutual Fund N/R | — | — | — | $4.5M | 2.8% | |
| Artisan Mid Cap Fund Mutual Fund N/R | — | — | — | $4.3M | 2.7% | |
| John Hancock Bond Fund I Mutual Fund N/R | — | — | — | $4.0M | 2.5% | |
| Vanguard Total International Stock Mutual Fund N/R | — | — | — | $3.6M | 2.2% | |
| Index Admiral Vanguard Target Retirement 2040 Mutual Fund N/R | — | — | — | $2.9M | 1.8% | |
| Vanguard Target Retirement 2065 Mutual Fund N/R 146 * John Hancock Stable Value Guaranteed Investment Contract N/R | — | — | — | $2.5M | 1.5% | |
| Vanguard Target Retirement 2055 Mutual Fund N/R | — | — | — | $2.4M | 1.5% | |
| Vanguard Mid Cap Index Admiral Mutual Fund N/R | — | — | — | $2.4M | 1.5% | |
| Vanguard Target Retirement 2035 Mutual Fund N/R | — | — | — | $2.2M | 1.4% | |
| Vanguard Total Bond Market Index Mutual Fund N/R | — | — | — | $1.9M | 1.2% | |
| Admiral Janus Henderson Triton N Mutual Fund N/R | — | — | — | $1.7M | 1.1% | |
| Vanguard Growth Index Fund Mutual Fund N/R | — | — | — | $1.7M | 1.1% | |
| Admiral Vanguard Target Retirement 2060 Mutual Fund N/R | — | — | — | $1.7M | 1.0% | |
| Vanguard Target Retirement 2025 Mutual Fund N/R | — | — | — | $1.4M | 0.8% | |
| Vanguard Small Cap Value Index Mutual Fund N/R | — | — | — | $1.3M | 0.8% | |
| Admiral Vanguard Target Retirement 2030 Mutual Fund N/R | — | — | — | $1.3M | 0.8% | |
| Vanguard Mid Cap Value Index Mutual Fund N/R | — | — | — | $1.0M | 0.7% | |
| Admiral Vanguard Emerging Markets Index Mutual Fund N/R | — | — | — | $1.0M | 0.6% | |
| Admiral Vanguard Target Retirement Mutual Fund N/R | — | — | — | $637K | 0.4% | |
| Income Vanguard Target Retirement 2020 Mutual Fund N/R | — | — | — | $373K | 0.2% | |
| Participant Loans Interest rates: 4.25% - 10.00% $ 0 | — | — | — | $267K | 0.2% |