Sonya Leckner signed Morrison-Maierle, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrison-Maierle, Inc.'s EIN is 81-0217149.
Download the official 2024 Form 5500 (PDF) for Morrison-Maierle, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrison-Maierle, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $5.4M | 7.4% | |
| Vanguard Institutional Target Retirement 2030 - | Mutual Funds | — | — | $5.4M | 7.4% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.0M | 6.8% | |
| Vanguard Institutional Target Retirement 2040 - | Mutual Funds | — | — | $4.9M | 6.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $4.6M | 6.3% | |
| Principal MFS Value CIT N - | Common Collective Trusts | — | — | $4.5M | 6.2% | |
| Principal BlackRock S&P 500 Index CIT N - | Common Collective Trusts | — | — | $4.3M | 5.8% | |
| JPMorgan US Equity - | Other securities | — | — | $4.2M | 5.8% | |
| Principal Fixed Income Guaranteed Option - | Other securities | — | — | $3.8M | 5.3% | |
| PRIN/BR LG CAP GROWTH CIT N SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $3.5M | 4.8% | |
| Vanguard Institutional Target Retirement 2050 - | Mutual Funds | — | — | $3.1M | 4.3% | |
| American Funds EuroPacific Growth - | Mutual Funds | — | — | $2.7M | 3.7% | |
| Fidelity Small Cap Growth - | Mutual Funds | — | — | $2.5M | 3.4% | |
| Vanguard Institutional Target Retirement 2055 - | Mutual Funds | — | — | $2.4M | 3.2% | |
| JPMorgan Mid Cap Equity - | Other securities | — | — | $2.3M | 3.1% | |
| Vanguard Institutional Target Retirement 2060 - | Mutual Funds | — | — | $2.3M | 3.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.1M | 2.9% | |
| JPMorgan Mid Cap Value - | Other securities | — | — | $1.8M | 2.4% | |
| Self-directed brokerage accounts - | Self-Directed Brokerage | — | — | $1.8M | 2.4% | |
| Vanguard Institutional Target Retirement 2045 - | Mutual Funds | — | — | $1.7M | 2.4% | |
| American Funds New Perspective - | Mutual Funds | — | — | $1.7M | 2.3% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| Vanguard Institutional Target Retirement 2035 - | Mutual Funds | — | — | $1.3M | 1.7% | |
| Principal SmallCap - | Other securities | — | — | $1.2M | 1.6% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| Principal BlackRock S&P MidCap Index CIT N - | Common Collective Trusts | — | — | $1.1M | 1.5% | |
| PRIN/BR LG CAP VALUE CIT N SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $986K | 1.3% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $979K | 1.3% | |
| Vanguard Institutional Target Retirement 2020 - | Mutual Funds | — | — | $819K | 1.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $765K | 1.0% | |
| Vanguard Institutional Target Retirement 2025 - | Mutual Funds | — | — | $749K | 1.0% | |
| Principal BlackRock International Equity Index CIT N - | Common Collective Trusts | — | — | $730K | 1.0% | |
| Principal BlackRock S&P 500 Index CIT - Target - | Common Collective Trusts | — | — | $711K | 1.0% | |
| Principal BlackRock Russell 2000 Index CIT N - | Common Collective Trusts | — | — | $626K | 0.9% | |
| Vanguard Institutional Target Retirement 2065 - | Mutual Funds | — | — | $616K | 0.8% | |
| Principal BlackRock Aggregate Bond Index CIT N - | Common Collective Trusts | — | — | $580K | 0.8% | |
| Principal BlackRock US Aggregate Bond Index CIT - Target - | Common Collective Trusts | — | — | $399K | 0.5% | |
| Principal BlackRock International Equity Index CIT - Target - | Common Collective Trusts | — | — | $390K | 0.5% | |
| T Rowe Price Blue Chip Growth Fund Inc - | Mutual Funds | — | — | $374K | 0.5% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $367K | 0.5% | |
| Vanguard Institutional Target Retirement Income - | Mutual Funds | — | — | $313K | 0.4% | |
| Participant loans 4.25% to 9.50% (17) - | Bonds / Notes | — | — | $239K | 0.3% | |
| Principal BlackRock S&P MidCap Index CIT - Target - | Common Collective Trusts | — | — | $196K | 0.3% | |
| Acadian Emerging Markets I - Target - | Other securities | — | — | $152K | 0.2% | |
| Northern Global Real Estate Index - Target - | Other securities | — | — | $146K | 0.2% | |
| PIMCO Real Return Institutional Class - Target - | Mutual Funds | — | — | $143K | 0.2% | |
| Principal BlackRock Russell 2000 Index CIT - Target - | Common Collective Trusts | — | — | $139K | 0.2% | |
| American Funds EuroPacific Growth R6 - Target - | Mutual Funds | — | — | $124K | 0.2% | |
| Principal MFS Value CIT - Target - | Common Collective Trusts | — | — | $93K | 0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $75K | 0.1% |
