Lauren Brazeal signed Morgan Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Corp.'s EIN is 57-0523479.
Download the official 2024 Form 5500 (PDF) for Morgan Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.0M | 24.6% | |
| American Funds Balanced R4 Fund | Mutual Funds | — | — | $3.4M | 11.8% | |
| Stable Value Collective Trust Fund Morley Capital Management Stable Value I Fund | Stable Value | — | — | $2.0M | 6.9% | |
| MORLEY STABLE VALUE I FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 6.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.6M | 5.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 5.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 4.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $867K | 3.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $788K | 2.8% | |
| Principal Mid Cap S&P 400 Index | Other securities | — | — | $775K | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $775K | 2.7% | |
| Principal Diversified International | Other securities | — | — | $709K | 2.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $709K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $674K | 2.4% | |
| Hartford Mutual Funds Balanced Income R5 Fund | Other securities | — | — | $550K | 1.9% | |
| Oakmark Fund - Investor Class | Other securities | — | — | $537K | 1.9% | |
| Principal Mid Cap Value | Other securities | — | — | $501K | 1.8% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $501K | 1.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $464K | 1.6% | |
| Principal Small Cap Value | Other securities | — | — | $456K | 1.6% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $456K | 1.6% | |
| Guaranteed Interest Account * Principal Life Insurance Company Guaranteed interest account | Common Stocks | — | — | $371K | 1.3% | |
| Principal International Equity | Other securities | — | — | $312K | 1.1% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $312K | 1.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $227K | 0.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $193K | 0.7% | |
| PIMCO Funds PIMCO Income A Fund | Mutual Funds | — | — | $174K | 0.6% | |
| (E) | Other securities | — | — | $90K | 0.3% | |
| PRIN SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $90K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $89K | 0.3% | |
| Common Collective Trust Funds * Principal Global Investors Trust Company Principal LifeTime Hybrid Income | Common Collective Trusts | — | — | $89K | 0.3% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $86K | 0.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $61K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $53K | 0.2% | |
| Principal Financial Group, Inc. Stock | Common Stocks | — | — | $22K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $22K | <0.1% | |
| (E) | Other securities | — | $86K | $22K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | <0.1% | |
| (E) | Other securities | — | — | $14K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% |
