Morgan White Group, Inc.'s EIN is 64-0848633.
Download the official 2024 Form 5500 (PDF) for Morgan White Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan White Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWG RETIREMENT PLAN SERVICES | 72-1396518 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLEW ADVISORS | 64-0797641 | — | INVESTMENT ADVISORS | $64K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 R-5E Mutual Funds | Mutual Funds | — | — | $3.8M | 19.2% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.7M | 13.7% | |
| American Funds Target Date Retirement 2040 R-5E Mutual Funds | Mutual Funds | — | — | $2.2M | 10.8% | |
| American Funds Target Date Retirement 2050 R-5E Mutual Funds | Mutual Funds | — | — | $1.4M | 7.0% | |
| Columbia Total Return Bond Fund Inst 2 Mutual Funds | Other securities | — | — | $1.3M | 6.5% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.9% | |
| Fidelity Government Income Fund I Mutual Funds | Mutual Funds | — | — | $970K | 4.8% | |
| American Funds Target Date Retirement 2060 R-5E Mutual Funds | Mutual Funds | — | — | $712K | 3.6% | |
| American Century One Choice Port: Consv Mutual Funds | Other securities | — | — | $709K | 3.5% | |
| Fidelity Blue Chip Growth Fund Mutual Funds | Mutual Funds | — | — | $701K | 3.5% | |
| American Funds Target Date Retirement 2020 R-5E Mutual Funds | Mutual Funds | — | — | $681K | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $441K | 2.2% | |
| Vanguard Small Cap Index Fund (Adm) Mutual Funds | Common Collective Trusts | — | — | $422K | 2.1% | |
| Putnam Large Cap Value Fund Class Y Mutual Funds | Mutual Funds | — | — | $324K | 1.6% | |
| Invesco Gold & Special Minerals Fund Class R6 Mutual Funds | Mutual Funds | — | — | $324K | 1.6% | |
| American Funds Target Date Retirement 2010 R-5E Mutual Funds | Mutual Funds | — | — | $311K | 1.6% | |
| Prudential Short-Term Corporate Bond Z Mutual Funds | Other securities | — | — | $280K | 1.4% | |
| PGIM Short Duration High Yield Income Fund Class Z Mutual Funds | Other securities | — | — | $279K | 1.4% | |
| BlackRock Technology Opportunities Inst Mutual Funds | Other securities | — | — | $248K | 1.2% | |
| Baron Growth Instl Mutual Funds | Other securities | — | — | $218K | 1.1% | |
| Fidelity Advisor Intl Cap Appreciation Fund Class Z Mutual Funds | Mutual Funds | — | — | $205K | 1.0% | |
| Fidelity Select Energy Portfolio Mutual Funds | Mutual Funds | — | — | $169K | 0.8% | |
| Fidelity Emerging Markets Fund Mutual Funds | Mutual Funds | — | — | $157K | 0.8% | |
| Fidelity Inter Index Fund Mutual Funds | Common Collective Trusts | — | — | $83K | 0.4% | |
| Putnam Small Cap Growth Class R6 Mutual Funds | Mutual Funds | — | — | $35K | 0.2% | |
| Cohen & Steers Real Estate Securities I Mutual Funds | Other securities | — | — | $33K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
