Tom Cromartie signed Morrisette Packaging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrisette Packaging, Inc.'s EIN is 56-0770162.
Download the official 2024 Form 5500 (PDF) for Morrisette Packaging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrisette Packaging, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $36K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $5.3M | 12.5% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $5.0M | 11.7% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $4.8M | 11.4% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.2M | 9.9% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $2.6M | 6.1% | |
| MIP CL 1 Insurance General Account | Other securities | — | — | $2.4M | 5.8% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $2.4M | 5.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.3M | 5.4% | |
| FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $2.1M | 5.0% | |
| MFS VALUE R3 Mutual Fund | Mutual Funds | — | — | $2.0M | 4.7% | |
| FID LOW PRICED STK Mutual Fund | Mutual Funds | — | — | $1.9M | 4.4% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $1.4M | 3.4% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| FID DIVERSIFD INTL Mutual Fund | Mutual Funds | — | — | $926K | 2.2% | |
| BAIRD CORE PLUS INST Mutual Fund | Other securities | — | — | $778K | 1.8% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $753K | 1.8% | |
| BR MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $702K | 1.7% | |
| FID FREEDOM 2050 K Mutual Fund | Mutual Funds | — | — | $586K | 1.4% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $563K | 1.3% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $515K | 1.2% | |
| PGIM J MID-CAP GR R6 Mutual Fund | Other securities | — | — | $495K | 1.2% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $430K | 1.0% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $407K | 1.0% | |
| MFS MID CAP GRTH R3 Mutual Fund | Mutual Funds | — | — | $363K | 0.9% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $358K | 0.8% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $187K | 0.4% | |
| FID FREEDOM 2015 K Mutual Fund | Mutual Funds | — | — | $140K | 0.3% | |
| FID FREEDOM 2010 K Mutual Fund | Mutual Funds | — | — | $88K | 0.2% | |
| Late/Missed Loan Year Contributions Repayments Total 2024 34,355 - | Other securities | — | — | $34K | <0.1% | |
| FID FREEDOM 2065 K Mutual Fund | Mutual Funds | — | — | $25K | <0.1% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DMJPS LLC | 56-0570567 | — | ACCOUNTANT/AUDITOR | $14K | — |
