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Original filing (PDF)20251014114615NAL0001300563001
MORSELIFE INC.
Form 5500
FILING_RECEIVED
MORSELIFE TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,307
Accounts w/ balance
1,438
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 148% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORSELIFE INC..
Plan sponsor
Name
MORSELIFE INC.
EIN
59-2120896
Address
4847 FRED GLADSTONE DR · WEST PALM BEACH, FL · 334178023
Phone
(561) 687-5763
Industry
Health Care & Social Assistancesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $43K | — |
| WELLS FARGO FINANCIAL NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
Investments
41 direct securities· $25.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTime 2065 Inst Fund | — | — | $0 | $4.1M | 15.8% | |
| Prin MidCap R6 Fund | — | — | $0 | $3.3M | 12.9% | |
| Prin MidCap S&P 400 Idx R6 Fd | — | — | $0 | $2.9M | 11.4% | |
| Prin LifeTime 2060 Inst Fund | — | — | $0 | $2.5M | 9.5% | |
| Vgd LT Inv-Grade Bond Adm Fund | — | — | $0 | $1.7M | 6.4% | |
| Prin LifeTime 2070 Inst Fund | — | — | $0 | $1.5M | 5.7% | |
| Participant Loans | — | — | $0 | $1.3M | 4.9% | |
| Prin LifeTime 2030 Inst Fund | — | — | $0 | $920K | 3.6% | |
| Prin LifeTime 2035 Inst Fund | — | — | $0 | $749K | 2.9% | |
| Prin LgCp S&P 500 Idx Inst Fd | — | — | $0 | $722K | 2.8% | |
| Prin LifeTime 2040 Inst Fund | — | — | $0 | $705K | 2.7% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | — | — | $0 | $644K | 2.5% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $582K | 2.2% | |
| Prin LifeTime 2045 Inst Fund | — | — | $0 | $448K | 1.7% | |
| Lord Abbett Sht Drtn Inc R6 Fd | — | — | $0 | $445K | 1.7% | |
| Prin LifeTime 2055 Inst Fund | — | — | $0 | $343K | 1.3% | |
| Vanguard Growth Index Adm Fund | — | — | $0 | $314K | 1.2% | |
| Hartford MidCap R6 Fund | — | — | $0 | $263K | 1.0% | |
| Prin Equity Income Inst Fund | — | — | $0 | $236K | 0.9% | |
| JanusHenderson Triton N | — | — | $0 | $229K | 0.9% | |
| Vanguard Equity-Inc Adm Fund | — | — | $0 | $219K | 0.8% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $169K | 0.7% | |
| MFS Intl Intrinsic Value R6 Fd | — | — | $0 | $163K | 0.6% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $146K | 0.6% | |
| Prin LifeTime 2050 Inst Fund | — | — | $0 | $122K | 0.5% | |
| American Funds NewWorld R6 | — | — | $0 | $115K | 0.4% | |
| Princ SmallCap Growth I R6 Fd | — | — | $0 | $93K | 0.4% | |
| Prin MidCap Value I R6 Fund | — | — | $0 | $88K | 0.3% | |
| Prin LifeTime Str Inc Inst Fd | — | — | $0 | $80K | 0.3% | |
| BlackRock HY Portfolio K Fund | — | — | $0 | $80K | 0.3% | |
| Columbia Balanced I3 Fund | — | — | $0 | $71K | 0.3% | |
| Prin SmallCap Value II R6 Fd | — | — | $0 | $62K | 0.2% | |
| Prin RE Secs R6 Fund | — | — | $0 | $55K | 0.2% | |
| Prin LifeTime 2015 Inst Fund | — | — | $0 | $48K | 0.2% | |
| Prin LifeTime 2020 Inst Fund | — | — | $0 | $48K | 0.2% | |
| American Fds US Govt Sec R6 Fd | — | — | $0 | $35K | 0.1% | |
| Franklin Total Return Adv Fund | — | — | $0 | $33K | 0.1% | |
| Fidelity Advisr Intrnl Gr Z Fd | — | — | $0 | $28K | 0.1% | |
| Fidelity Adv Large Cap Z Fund | — | — | $0 | $23K | <0.1% | |
| Prin SmallCap R6 Fund | — | — | $0 | $14K | <0.1% | |
| Goldman Sachs Sm Cp Val R6 Fd | — | — | $0 | $12K | <0.1% |