Phillip Denney signed Moroch Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moroch Holdings, Inc.'s EIN is 75-1785464.
Download the official 2024 Form 5500 (PDF) for Moroch Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moroch Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | ADVISOR | $49K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $5.8M | 16.5% | |
| JP Morgan JP Morgan Smart Retirement 2055 R6 N/R | Other securities | — | — | $4.8M | 13.6% | |
| Fund MFS Growth R6 Fund N/R | Mutual Funds | — | — | $2.6M | 7.4% | |
| JP Morgan JP Morgan Smart Retirement 2050 R6 N/R | Other securities | — | — | $2.3M | 6.7% | |
| Fund JP Morgan JP Morgan Smart Retirement 2030 R6 N/R | Other securities | — | — | $1.9M | 5.3% | |
| Fund JP Morgan JP Morgan Smart Retirement 2045 R6 N/R | Other securities | — | — | $1.7M | 5.0% | |
| Fund JP Morgan JP Morgan Smart Retirement 2040 R6 N/R | Other securities | — | — | $1.7M | 4.9% | |
| Fund JP Morgan JP Morgan Smart Retirement 2035 R6 N/R | Other securities | — | — | $1.5M | 4.2% | |
| Fund * Fidelity Investments Fidelity MidCap Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 3.9% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Various N/R | Self-Directed Brokerage | — | — | $1.3M | 3.6% | |
| Daily Money Fund Common Collective Trust * Fidelity Management Trust Fidelity Advisor Stable Value Fund I N/R | Stable Value | — | — | $1.2M | 3.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| Fidelity Investments Fidelity SmallCap Index Fund N/R | Common Collective Trusts | — | — | $990K | 2.8% | |
| JP Morgan JP Morgan Mid Cap Growth R6 Fund N/R | Other securities | — | — | $943K | 2.7% | |
| JP Morgan JP Morgan Smart Retirement Inc R6 N/R | Common Stocks | — | — | $800K | 2.3% | |
| Fund MFS Value R6 Fund N/R | Mutual Funds | — | — | $755K | 2.2% | |
| Hartford International OPPS Y Fund N/R | Other securities | — | — | $590K | 1.7% | |
| Metropolitan West MetWest Total Return Bond I Fund N/R | Other securities | — | — | $574K | 1.6% | |
| PIMCO Income Instl Fund N/R | Mutual Funds | — | — | $532K | 1.5% | |
| JP Morgan JP Morgan US Research Enhanced N/R | Other securities | — | — | $476K | 1.4% | |
| Equity R6 Fund AB Relative Value Z Fund N/R | Other securities | — | — | $458K | 1.3% | |
| Heartland Mid Cap Value Fund N/R | Other securities | — | — | $442K | 1.3% | |
| Institutional Class JP Morgan JP Morgan Smart Retirement 2020 R6 N/R | Other securities | — | — | $416K | 1.2% | |
| Fund MFS International Growth R6 Fund N/R | Mutual Funds | — | — | $395K | 1.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $376K | 1.1% | |
| Principal PIF Real Estate Sector IS Fund N/R | Other securities | — | — | $342K | 1.0% | |
| JP Morgan JP Morgan Smart Retirement 2025 R6 N/R | Other securities | — | — | $294K | 0.8% | |
| Fund Franklin Investments Franklin Small Cap Value R6 Fund N/R | Mutual Funds | — | — | $255K | 0.7% | |
| PGIM High Yield R6 Fund N/R | Other securities | — | — | $230K | 0.7% | |
| Company * Participant Loans Interest rates: 5.25% to 10.50% $0 | Bonds / Notes | — | — | $130K | 0.4% | |
| Janus Henderson Venture Fund Class N N/R | Mutual Funds | — | — | $58K | 0.2% | |
| Fund PIMCO International Bond Fund N/R | Mutual Funds | — | — | $15K | <0.1% |
