Original filing (PDF)20251003141302NAL0000900931001

MORSE GROUP, PLLC

Name: MORSE GROUP, PLLC — MORSE GROUP, PLLC EMPLOYEE 401K TRUST, Form 5500 (2024)
Creator: MORSE GROUP, PLLC

Form 5500

FILING_RECEIVED

MORSE GROUP, PLLC EMPLOYEE 401K TRUST

401(k) retirement plan

Active participants

198

Accounts w/ balance

238

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

How this plan invests

This plan

10 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

38 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORSE GROUP, PLLC.

Plan sponsor

Name

MORSE GROUP, PLLC

EIN

82-2202636

Address

24901 NORTHWESTERN HIGHWAY STE. 700 · SOUTHFIELD, MI · 48075

Phone

(248) 209-4878

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

YEO & YEO PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$57K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
HANTZ AGENCY LLC	—	SOUTHFIELD, MI	BROKER/ADVISER	$0	—

Investments

24 direct securities · 10 pooled funds· $15.1M(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

$8.3M

22 holdings

Common Collective Trust

$6.6M

10 holdings

Insurance Contracts

$150K

1 holding

Mutual Funds

$22K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
MassMutual MM S&P 500(R) Index I	—	—	—	$1.6M	10.9%
T. Rowe Price T. Rowe Price Blue Chip Growth	—	—	—	$1.6M	10.5%
FRANKLIN TOTAL ADVANTAGE 2050 R6 GREAT GRAY · EIN 82-3383993 / PN 357	Common Collective Trust	—	—	$1.3M	8.9%
FRANKLIN TOTAL ADVANTAGE 2035 R6 GREAT GRAY · EIN 82-3297133 / PN 354	Common Collective Trust	—	—	$1.3M	8.9%
JPMorgan Equity Income R5	—	—	—	$1.3M	8.4%
FRANKLIN TOTAL ADVANTAGE 2055 R6 GREAT GRAY · EIN 82-3397205 / PN 358	Common Collective Trust	—	—	$1.0M	6.7%
FRANKLIN TOTAL ADVANTAGE 2045 R6 GREAT GRAY · EIN 82-3327181 / PN 356	Common Collective Trust	—	—	$950K	6.3%
FRANKLIN TOTAL ADVANTAGE 2030 R6 GREAT GRAY · EIN 82-3285163 / PN 353	Common Collective Trust	—	—	$784K	5.2%
Janus Henderson Janus Henderson Triton N	—	—	—	$777K	5.2%
FRANKLIN TOTAL ADVANTAGE 2040 R6 GREAT GRAY · EIN 82-3309063 / PN 355	Common Collective Trust	—	—	$746K	4.9%
PGIM Investments PGIM Jennison Mid Cap Growth R6	—	—	—	$700K	4.6%
JPMorgan Growth Advantage R6	—	—	—	$615K	4.1%
American Funds American Funds New World R6	—	—	—	$408K	2.7%
Invesco Balanced-Risk Allc R6	—	—	—	$375K	2.5%
FRANKLIN TOTAL ADVANTAGE 2060 R6 GREAT GRAY · EIN 82-3410489 / PN 359	Common Collective Trust	—	—	$286K	1.9%
Empower S&P Mid Cap 400 Index Inst	—	—	—	$240K	1.6%
Participant loans Interest rates range from 3.25% to 8.50% -0-	—	—	—	$200K	1.3%
* Empower Annuity Insurance Company of America Mass Mutual Guaranteed Interest Account	Insurance Contracts	—	—	$150K	1.0%
FRANKLIN TOTAL ADVANTAGE 2025 R6 GREAT GRAY · EIN 82-3269796 / PN 352	Common Collective Trust	—	—	$128K	0.8%
TCW Asset Management Company TCW MetWest Total Return Bond Plan	—	—	—	$114K	0.8%
JPMorgan US Equity R6	—	—	—	$88K	0.6%
Empower S&P Small Cap 600 Index Inst	—	—	—	$58K	0.4%
ClearBridge Mid Cap Class IS	—	—	—	$54K	0.4%
ClearBridge International Growth FI	—	—	—	$50K	0.3%
Hartford Schroders Hartford Schroders Intl Multi-Cp Val SDR	—	—	—	$36K	0.2%
MassMutual Core Bond I	—	—	—	$34K	0.2%
Invesco Comstock R6	—	—	—	$26K	0.2%
American Century American Century Mid Cap Value R6	Mutual Funds	—	—	$22K	0.1%
FRANKLIN TOTAL ADVANTAGE 2020 R6 GREAT GRAY · EIN 82-3236968 / PN 351	Common Collective Trust	—	—	$17K	0.1%
American Century American Century Multisector Income R6	—	—	—	$10K	<0.1%
MassMutual High Yield I	—	—	—	$9K	<0.1%
Victory Capital Victory Integrity Small-Cap Value R6	—	—	—	$8K	<0.1%
Alliance Bernstein AB Global Bond Adv	—	—	—	$7K	<0.1%
FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350	Common Collective Trust	—	—	$2K	<0.1%