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Original filing (PDF)20250919144617NAL0002438497001
MORRISON-MAIERLE, INC.
Form 5500
FILING_RECEIVED
MORRISON-MAIERLE GROUP BENEFITS PLAN
Health & welfare plan
Signals · 3
~5444 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
299
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.0M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 5444 bps in Schedule C fees — 10370% above peer band of 52 bps.
- 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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
KCOE ISOM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF MONTANA | 36-1236610 | — | NONE | $1.2M | — |
| IT STARTS WITH ME HEALTH | 20-1378738 | — | NONE | $35K | — |
| TURNER CONSULTING | 26-2178231 | — | NONE | $30K | — |
| VISION SERVICE PLAN | 06-1227840 | — | NONE | $29K | — |
| KCOE ISOM | 94-2222122 | — | NONE | $19K | — |
| PINION LLC | 48-0567703 | KANSAS CITY, MO | NONE | $7K | — |
| OPTUM FINANCIAL INC | 47-0858534 | — | NONE | $7K | — |
| RANDALL & HURLEY | 91-1661080 | — | NONE | $5K | — |
Investments
8 direct securities· $2.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Class A | — | — | $557K | $519K | 21.8% | |
| D.A. Davidson & Co. Lord Abbett - Short Duration Income Fund - Class A | — | — | $557K | $519K | 21.8% | |
| D.A. Davidson & Co. Vanguard Federal Money Market Investor CL | — | — | $465K | $465K | 19.5% | |
| D.A. Davidson & Co. Vanguard Federal Money Market Investor CL | — | — | — | $280K | 11.7% | |
| D.A. Davidson & Co. Lord Abbett - Ultra Short Bond Fund - Class A | — | — | $262K | $263K | 11.0% | |
| Party Involved Maturity in Case of a Loan) Price Transaction of Asset Date or (Loss) D.A. Davidson & Co. UBS Bank USA | — | — | — | $250K | 10.5% | |
| D.A. Davidson & Co. Enerbank USA Certificate of Deposit - Maturity Date 9/12/2025 - 1.850%. | — | — | $200K | $197K | 8.2% | |
| D.A. Davidson & Co. Bank Insured Deposit Program - 0.01% | — | — | $12K | $12K | 0.5% |
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