Justin Lee signed Morse Group, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morse Group, PLLC's EIN is 82-2202636.
Download the official 2024 Form 5500 (PDF) for Morse Group, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morse Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANTZ AGENCY LLC | — | SOUTHFIELD, MI | BROKER/ADVISER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual MM S&P 500(R) Index I | Common Collective Trusts | — | — | $1.6M | 10.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $700K | 4.6% | |
| JPMorgan Growth Advantage R6 | Other securities | — | — | $615K | 4.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $408K | 2.7% | |
| Invesco Balanced-Risk Allc R6 | Mutual Funds | — | — | $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 | Other securities | — | — | $240K | 1.6% | |
| Participant loans Interest rates range from 3.25% to 8.50% -0- | Bonds / Notes | — | — | $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 | Common Stocks | — | — | $114K | 0.8% | |
| JPMorgan US Equity R6 | Other securities | — | — | $88K | 0.6% | |
| Empower S&P Small Cap 600 Index Inst | Other securities | — | — | $58K | 0.4% | |
| ClearBridge Mid Cap Class IS | Other securities | — | — | $54K | 0.4% | |
| ClearBridge International Growth FI | Other securities | — | — | $50K | 0.3% | |
| Hartford Schroders Hartford Schroders Intl Multi-Cp Val SDR | Other securities | — | — | $36K | 0.2% | |
| MassMutual Core Bond I | Other securities | — | — | $34K | 0.2% | |
| Invesco Comstock R6 | Mutual Funds | — | — | $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 | Other securities | — | — | $10K | <0.1% | |
| MassMutual High Yield I | Other securities | — | — | $9K | <0.1% | |
| Victory Capital Victory Integrity Small-Cap Value R6 | Other securities | — | — | $8K | <0.1% | |
| Alliance Bernstein AB Global Bond Adv | Other securities | — | — | $7K | <0.1% | |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | — | — | $2K | <0.1% |
