How big is MORI Associates, Inc.'s plan?

MORI Associates, Inc.'s plan reported $35.5M in assets and 350 participants for 2024.

Original filing (PDF)20251009114204NAL0015965106001

MORI Associates, Inc.

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

Form 5500

FILING_RECEIVED

MORI Associates, Inc. 401(k) Plan and Trust

401(k) retirement plan · MORI Associates, Inc.'s MORI Associates, Inc. 401(k) Plan and Trust held $35.5M in plan assets for 350 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

1 failed disclosure

Active participants

350

Accounts w/ balance

474

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

Vanessa Filla signed MORI Associates, Inc.'s 2024 Form 5500 as plan administrator.

Vanessa Filla — 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

MORI Associates, Inc.'s EIN is 52-1937913.

EIN 52-1937913

Plan number 001

Plan year 2024

ACK ID 20251009114204NAL0015965106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MORI Associates, 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 MORI ASSOCIATES, INC..

Finding similar companies…

How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Plan sponsor

Name

MORI ASSOCIATES, INC.

EIN

all filings

Address

6116 EXECUTIVE BLVD., SUITE 720 · NORTH BETHESDA, MD · 20852

Phone

(301) 468-6674

Industry

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

2025-10-09

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$75K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NYLIFE SECURITIES INC	—	NEW YORK, NY	ADVISOR	$0	—

Accountant / Auditor

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

42 direct securities· $35.0M(99% of reported assets)

Other securities

$23.9M

30 holdings

Common Collective Trusts

$6.1M

3 holdings

Mutual Funds

$5.0M

9 holdings

					% of plan
Fidelity 500 Index n/a	Common Collective Trusts	—	—	$4.4M	12.4%
T. Rowe Price Retirement 2030 ADV n/a	Other securities	—	—	$3.4M	9.6%
T. Rowe Price Retirement 2025 ADV n/a	Other securities	—	—	$2.7M	7.5%
T. Rowe Price Retirement 2035 ADV n/a	Other securities	—	—	$2.3M	6.5%
T. Rowe Price Retirement 2050 ADV n/a	Other securities	—	—	$1.8M	5.2%
T. Rowe Price Retirement 2040 ADV n/a	Other securities	—	—	$1.8M	5.2%
T. Rowe Price Retirement 2020 ADV n/a	Other securities	—	—	$1.7M	4.7%
Fidelity Government Money Market n/a	Mutual Funds	—	—	$1.6M	4.6%
T. Rowe Price Retirement 2055 ADV n/a	Other securities	—	—	$1.6M	4.5%
T. Rowe Price Retirement 2045 ADV n/a	Other securities	—	—	$1.5M	4.3%
Victory Capital Nasdaq-100 Index Fund n/a	Common Collective Trusts	—	—	$1.4M	4.1%
T. Rowe Price Blue Chip Growth ADV n/a	Other securities	—	—	$1.3M	3.7%
T. Rowe Price Retirement 2060 ADV n/a	Other securities	—	—	$1.2M	3.5%
Hartford Equity Income R4 n/a	Other securities	—	—	$962K	2.7%
Diamond Hill Large Cap Fund I n/a	Other securities	—	—	$870K	2.5%
Fidelity Mid Cap Index n/a	Mutual Funds	—	—	$857K	2.4%
Fidelity Investment Grade Bond Fund A n/a	Mutual Funds	—	—	$727K	2.0%
Fidelity Technology Fund A n/a	Mutual Funds	—	—	$459K	1.3%
PGIM Total Return Bond R6 n/a	Other securities	—	—	$407K	1.1%
J.P. Morgan Investor Growth R6 n/a	Other securities	—	—	$406K	1.1%
Fidelity Small Cap Index n/a	Mutual Funds	—	—	$401K	1.1%
J.P. Morgan Mid Cap Growth R6 n/a	Other securities	—	—	$377K	1.1%
Fidelity Small Cap Value Fund Z n/a	Mutual Funds	—	—	$333K	0.9%
Fidelity International Capital Appreciation A n/a	Mutual Funds	—	—	$325K	0.9%
BlackRock iShares MSCI EAFE Intl A n/a	Other securities	—	—	$304K	0.9%
American Century Small Cap Growth R6 n/a	Other securities	—	—	$285K	0.8%
T. Rowe Price Retirement 2015 ADV n/a	Other securities	—	—	$257K	0.7%
Fidelity Emerging Markets Funds A n/a	Mutual Funds	—	—	$220K	0.6%
Fidelity Inflation-Protected Bond Index Fund n/a	Common Collective Trusts	—	—	$194K	0.5%
T. Rowe Price Retirement 2065 ADV n/a	Other securities	—	—	$165K	0.5%
Victory Capital RS Global A n/a	Other securities	—	—	$108K	0.3%
Virtus NFJ Mid-Cap Value A n/a	Other securities	—	—	$90K	0.3%
Eaton Vance Income Fund of Boston A n/a	Other securities	—	—	$83K	0.2%
BlackRock Commodity Strategies A n/a	Other securities	—	—	$79K	0.2%
American Funds American Balanced Fund n/a	Mutual Funds	—	—	$59K	0.2%
T. Rowe Price Retirement 2005 ADV n/a	Other securities	—	—	$55K	0.2%
Cohn & Steers Real Estate A n/a	Other securities	—	—	$41K	0.1%
Hartford World Bond R4 n/a	Other securities	—	—	$33K	<0.1%
Victory Capital International Small-Cap Fund n/a	Other securities	—	—	$31K	<0.1%
Hartford International Opportunities Fund R4 n/a	Other securities	—	—	$23K	<0.1%
T. Rowe Price Retirement 2010 ADV n/a	Other securities	—	—	$15K	<0.1%
Hartford Core Equity R4 n/a	Other securities	—	—	$2K	<0.1%