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Original filing (PDF)20251001144845NAL0005988787001
MORRISON-MAIERLE, INC.
Form 5500
FILING_RECEIVED
MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
94% in single holding94% employer stockNo recordkeeper disclosed
Active participants
311
Accounts w/ balance
375
Plan assets (EOY)
$77.1M
Net assets (EOY)
$77.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Morrison-Maierle, Inc. 63,948 shares common stock" is 94% of plan.
- 94% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
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) 495-3517
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
MORRISON-MAIERLE, INC. ESOP COMMITTEE
EIN
62-1583684
City
HELENA, MT
Phone
(406) 495-3517
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KCOE ISOM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATBANC TRUST COMPANY | 36-3681493 | — | SERVICE PROVIDER | $32K | — |
Investments
2 direct securities· $72.4M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Morrison-Maierle, Inc. 63,948 shares common stock | — | — | $64K | $67.9M | 88.1% | |
| Goldman Sachs Financial Square Government Fund | — | — | $4.4M | $4.4M | 5.7% |