Back to filter
Original filing (PDF)20250614051347NAL0052580466001
MOROSO CONSTRUCTION
Form 5500-SF
FILING_RECEIVED
MOROSO CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
55
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOROSO CONSTRUCTION.
Plan sponsor
Name
MOROSO CONSTRUCTION
EIN
77-0541041
Address
1184 HARRISON STREET · SAN FRANCISCO, CA · 94103
Phone
(415) 777-1121
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
2025-06-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
OSBURN CONTRACTORS, INC.
OSBURN CONTRACTORS 401(K) PLAN
$4.8M · 1,776 participants
HERITAGE HOMES OF MOBILE, INC.
HERITAGE HOMES OF MOBILE, INC. PROFIT SHARING PLAN
$4.8M · 22 participants
T & M BUILDING CO., INC.
T & M BUILDING CO., INC. 401(K) PLAN
$4.8M · 8 participants
GIFFIN & CRANE GENERAL CONTRACTORS, LLC
GIFFIN & CRANE GENERAL CONTRACTORS, LLC 401(K) RETIREMENT PLAN
$4.8M · 46 participants
TRINSIC RESIDENTIAL GROUP LP
TRINSIC RESIDENTIAL GROUP LP 401K PLAN
$4.8M · 95 participants
TABER BUILT HOMES, LLC
TABER BUILT HOMES RETIREMENT SAVINGS PLAN
$4.8M · 77 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B