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Original filing (PDF)20251014080404NAL0004988338001
MORTENSEN WOODWORK, INC.
Form 5500
FILING_RECEIVED
MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
134
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORTENSEN WOODWORK, INC..
Plan sponsor
Name
MORTENSEN WOODWORK, INC.
EIN
58-1813682
Address
4920 BAKER STREET · UNION CITY, GA · 302911984
Phone
(770) 969-1475
Industry
Constructionsee 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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 37-1808847 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| ERISA SERVICES, INC. | 62-1200951 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
10 direct securities · 13 pooled funds· $8.7M(100% 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
$8.0M
12 holdings
Uncategorized
$729K
10 holdings
Pooled Separate Account
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 23.6% | |
| PRIN LIFETIME HYB 2035 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 17.1% | |
| PRIN LIFETIME HYB 2030 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 14.4% | |
| PRIN LIFETIME HYB 2040 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 12.6% | |
| PRIN LIFETIME HYB 2025 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $638K | 7.3% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $437K | 5.0% | |
| PRIN LIFETIME HYB 2045 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $399K | 4.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $375K | 4.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $268K | 3.1% | |
| PRIPRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $256K | 2.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $122K | 1.4% | |
| ISHS US AGG BOND INDEX K FUND | — | — | — | $121K | 1.4% | |
| Various participant loans | — | — | — | $92K | 1.1% | |
| Various | — | — | — | $35K | 0.4% | |
| FIDELITY 500 INDEX FUND | — | — | — | $25K | 0.3% | |
| VICTORY INTGRTY MD CP VAL R6 | — | — | — | $14K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | 0.1% | |
| Large Cap Grwth Sep Acct Z | — | — | — | $5K | <0.1% | |
| PRIN LARGECAP GROWTH 1 SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $815 | <0.1% | |
| FIDELITY MID CP INDEX FUND | — | — | — | $494 | <0.1% | |
| FIDELITY GLB EX US INDEX FD | — | — | — | $479 | <0.1% | |
| EUROPACIFIC GROWTH FUND | — | — | — | $467 | <0.1% |