Antoinette Theodossakos signed Morselife Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morselife Inc.'s EIN is 59-2120896.
Download the official 2024 Form 5500 (PDF) for Morselife Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morselife Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $43K | — |
| WELLS FARGO FINANCIAL NETWORK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime 2065 Inst Fund | Other securities | — | $0 | $4.1M | 15.8% | |
| Prin MidCap R6 Fund | Other securities | — | $0 | $3.3M | 12.9% | |
| Prin MidCap S&P 400 Idx R6 Fd | Common Collective Trusts | — | $0 | $2.9M | 11.4% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | $0 | $2.5M | 9.5% | |
| Vgd LT Inv-Grade Bond Adm Fund | Other securities | — | $0 | $1.7M | 6.4% | |
| Prin LifeTime 2070 Inst Fund | Other securities | — | $0 | $1.5M | 5.7% | |
| Participant Loans | Participant loans | — | $0 | $1.3M | 4.9% | |
| Prin LifeTime 2030 Inst Fund | Other securities | — | $0 | $920K | 3.6% | |
| Prin LifeTime 2035 Inst Fund | Other securities | — | $0 | $749K | 2.9% | |
| Prin LgCp S&P 500 Idx Inst Fd | Common Collective Trusts | — | $0 | $722K | 2.8% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | $0 | $705K | 2.7% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $644K | 2.5% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $582K | 2.2% | |
| Prin LifeTime 2045 Inst Fund | Other securities | — | $0 | $448K | 1.7% | |
| Lord Abbett Sht Drtn Inc R6 Fd | Mutual Funds | — | $0 | $445K | 1.7% | |
| Prin LifeTime 2055 Inst Fund | Other securities | — | $0 | $343K | 1.3% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | $0 | $314K | 1.2% | |
| Hartford MidCap R6 Fund | Other securities | — | $0 | $263K | 1.0% | |
| Prin Equity Income Inst Fund | Other securities | — | $0 | $236K | 0.9% | |
| JanusHenderson Triton N | Other securities | — | $0 | $229K | 0.9% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $219K | 0.8% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $169K | 0.7% | |
| MFS Intl Intrinsic Value R6 Fd | Mutual Funds | — | $0 | $163K | 0.6% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $146K | 0.6% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | $0 | $122K | 0.5% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $115K | 0.4% | |
| Princ SmallCap Growth I R6 Fd | Other securities | — | $0 | $93K | 0.4% | |
| Prin MidCap Value I R6 Fund | Other securities | — | $0 | $88K | 0.3% | |
| Prin LifeTime Str Inc Inst Fd | Common Stocks | — | $0 | $80K | 0.3% | |
| BlackRock HY Portfolio K Fund | Other securities | — | $0 | $80K | 0.3% | |
| Columbia Balanced I3 Fund | Other securities | — | $0 | $71K | 0.3% | |
| Prin SmallCap Value II R6 Fd | Other securities | — | $0 | $62K | 0.2% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $55K | 0.2% | |
| Prin LifeTime 2015 Inst Fund | Other securities | — | $0 | $48K | 0.2% | |
| Prin LifeTime 2020 Inst Fund | Other securities | — | $0 | $48K | 0.2% | |
| American Fds US Govt Sec R6 Fd | Other securities | — | $0 | $35K | 0.1% | |
| Franklin Total Return Adv Fund | Mutual Funds | — | $0 | $33K | 0.1% | |
| Fidelity Advisr Intrnl Gr Z Fd | Mutual Funds | — | $0 | $28K | 0.1% | |
| Fidelity Adv Large Cap Z Fund | Mutual Funds | — | $0 | $23K | <0.1% | |
| Prin SmallCap R6 Fund | Other securities | — | $0 | $14K | <0.1% | |
| Goldman Sachs Sm Cp Val R6 Fd | Other securities | — | $0 | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 48-1305000 |
| — |
| INVESTMENT ADVISORY |
| $16K |
| — |
