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Original filing (PDF)20250731130358NAL0006090769001
MORRISON-MAIERLE, INC.
Form 5500
FILING_RECEIVED
MORRISON-MAIERLE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
364
Accounts w/ balance
464
Plan assets (EOY)
$73.2M
Net assets (EOY)
$73.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRISON-MAIERLE, INC..
Plan sponsor
Name
MORRISON-MAIERLE, INC.
EIN
81-0217149
Address
1 ENGINEERING PLACE · HELENA, MT · 59602
Phone
(406) 442-3050
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KCOE ISOM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
Investments
41 direct securities · 14 pooled funds· $87.0M(100% of reported assets)
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.
Uncategorized
$60.7M
41 holdings
Common Collective Trust
$18.8M
12 holdings
Pooled Separate Account
$7.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 - | — | — | — | $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 - | — | — | — | $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 - | — | — | — | $4.5M | 6.2% | |
| Principal BlackRock S&P 500 Index CIT N - | — | — | — | $4.3M | 5.8% | |
| JPMorgan US Equity - | — | — | — | $4.2M | 5.8% | |
| Principal Fixed Income Guaranteed Option - | — | — | — | $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 - | — | — | — | $3.1M | 4.3% | |
| American Funds EuroPacific Growth - | — | — | — | $2.7M | 3.7% | |
| Fidelity Small Cap Growth - | — | — | — | $2.5M | 3.4% | |
| Vanguard Institutional Target Retirement 2055 - | — | — | — | $2.4M | 3.2% | |
| JPMorgan Mid Cap Equity - | — | — | — | $2.3M | 3.1% | |
| Vanguard Institutional Target Retirement 2060 - | — | — | — | $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 - | — | — | — | $1.8M | 2.4% | |
| Self-directed brokerage accounts - | — | — | — | $1.8M | 2.4% | |
| Vanguard Institutional Target Retirement 2045 - | — | — | — | $1.7M | 2.4% | |
| American Funds New Perspective - | — | — | — | $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 - | — | — | — | $1.3M | 1.7% | |
| Principal SmallCap - | — | — | — | $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 - | — | — | — | $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 - | — | — | — | $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 - | — | — | — | $749K | 1.0% | |
| Principal BlackRock International Equity Index CIT N - | — | — | — | $730K | 1.0% | |
| Principal BlackRock S&P 500 Index CIT - Target - | — | — | — | $711K | 1.0% | |
| Principal BlackRock Russell 2000 Index CIT N - | — | — | — | $626K | 0.9% | |
| Vanguard Institutional Target Retirement 2065 - | — | — | — | $616K | 0.8% | |
| Principal BlackRock Aggregate Bond Index CIT N - | — | — | — | $580K | 0.8% | |
| Principal BlackRock US Aggregate Bond Index CIT - Target - | — | — | — | $399K | 0.5% | |
| Principal BlackRock International Equity Index CIT - Target - | — | — | — | $390K | 0.5% | |
| T Rowe Price Blue Chip Growth Fund Inc - | — | — | — | $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 - | — | — | — | $313K | 0.4% | |
| Participant loans 4.25% to 9.50% (17) - | — | — | — | $239K | 0.3% | |
| Principal BlackRock S&P MidCap Index CIT - Target - | — | — | — | $196K | 0.3% | |
| Acadian Emerging Markets I - Target - | — | — | — | $152K | 0.2% | |
| Northern Global Real Estate Index - Target - | — | — | — | $146K | 0.2% | |
| PIMCO Real Return Institutional Class - Target - | — | — | — | $143K | 0.2% | |
| Principal BlackRock Russell 2000 Index CIT - Target - | — | — | — | $139K | 0.2% | |
| American Funds EuroPacific Growth R6 - Target - | — | — | — | $124K | 0.2% | |
| Principal MFS Value CIT - Target - | — | — | — | $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% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $50K | <0.1% | |
| PIMCO High Yield I - Target - | — | — | — | $50K | <0.1% | |
| (E) | — | — | — | $33K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 - | — | — | — | $33K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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