Back to filter
Original filing (PDF)20251014144107NAL0004260496001
MORRIS MULTIMEDIA, INC.
Form 5500
FILING_RECEIVED
MORRIS MULTIMEDIA, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
487
Accounts w/ balance
869
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS MULTIMEDIA, INC..
Plan sponsor
Name
MORRIS MULTIMEDIA, INC.
EIN
58-1093589
Address
27 ABERCORN STREET · SAVANNAH, GA · 31401
Phone
(912) 233-1281
Industry
Information / Tech / Mediasee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
Investments
3 direct securities · 15 pooled funds· $20.0M(66% of reported assets)
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.
Common Collective Trust
$18.6M
15 holdings
OTHER
$1.3M
1 holding
Uncategorized
$120K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANNING AND NAPIER PRO-MIX MAXIMUM MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $3.3M | 10.8% | |
| MANNING AND NAPIER PRO-MIX EXTENDED MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 010 | Common Collective Trust | — | — | $2.6M | 8.7% | |
| MANNING AND NAPIER PRO-MIX MODERATE MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| MANNING AND NAPIER RET TGT 2030 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 023 | Common Collective Trust | — | — | $1.5M | 4.8% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| MANNING AND NAPIER RET TGT 2025 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 041 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| Other | OTHER | — | $1.3M | $1.3M | 4.3% | |
| MANNING AND NAPIER RET TGT 2035 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 042 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| MANNING AND NAPIER RET TGT 2050 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 027 | Common Collective Trust | — | — | $980K | 3.2% | |
| MANNING AND NAPIER RET TGT 2055 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 044 | Common Collective Trust | — | — | $958K | 3.2% | |
| MANNING AND NAPIER RET TGT 2045 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 043 | Common Collective Trust | — | — | $906K | 3.0% | |
| MANNING AND NAPIER RET TGT 2060 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 058 | Common Collective Trust | — | — | $871K | 2.9% | |
| MANNING AND NAPIER RET TGT 2020 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 024 | Common Collective Trust | — | — | $781K | 2.6% | |
| MANNING AND NAPIER PRO-MIX CONSERV MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $627K | 2.1% | |
| MANNING AND NAPIER RET TGT 2040 COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 022 | Common Collective Trust | — | — | $589K | 1.9% | |
| MANNING AND NAPIER RET TGT INC COL MANNING AND NAPIER CT OR SVF · EIN 02-0476209 / PN 026 | Common Collective Trust | — | — | $128K | 0.4% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $61K | $61K | 0.2% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $60K | $60K | 0.2% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Information / Tech / Media plans
OAHU PUBLICATIONS, INC.
OAHU PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN
$30.4M · 131 participants
PLAIN DEALER PUBLISHING CO.- LOCAL 1 OF THE NEWSPAPER GUILD
PLAIN DEALER PUBLISHING CO. GUILD RETIREMENT PLAN
$29.4M
STEINMAN COMMUNICATIONS, INC.
STEINMAN COMMUNICATIONS RETIREMENT SAVINGS PLAN
$28.4M · 299 participants
AGENCE FRANCE-PRESSE
AGENCE FRANCE-PRESSE 401(K) PROFIT SHARING PLAN
$28.4M · 108 participants
GATEHOUSE MEDIA PENNSYLVANIA HOLDINGS, INC.
TIMES PUBLISHING COMPANY DEFINED BENEFIT PENSION PLAN
$32.5M · 24 participants
WOODWARD COMMUNICATIONS, INC
WOODWARD COMMUNICATIONS, INC EMPLOYEE STOCK OWNERSHIP PLAN
$33.3M · 267 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants