Original filing (PDF)20241015163257NAL0015086803001

MORPHE, LLC

Name: MORPHE, LLC — MORPHE, LLC 401(K) PLAN, Form 5500 (2023)
Creator: MORPHE, LLC

Form 5500

FILING_RECEIVED

MORPHE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

~3748804 bps in Sched C fees

Active participants

212

Accounts w/ balance

292

Plan assets (EOY)

$301

Net assets (EOY)

$301

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

3748804 bps in Schedule C fees — 2372561% above peer band of 158 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORPHE, LLC.

Plan sponsor

Name

MORPHE, LLC

EIN

81-4828460

Address

10303 NORRIS AVENUE · PACOIMA, CA · 91331

Phone

(617) 899-9007

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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

BELFINT, LYONS & SHUMAN, PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$56K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	—	IRVINE, CA	INVESTMENT ADVISOR	$20K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BELFINT, LYONS & SHUMAN, P.A.	—	WILMINGTON, DE	AUDITOR	$30K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	—	IRVINE, CA	INVESTMENT MGMT	$7K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.