Matt Morgan signed Morgan Asphalt, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Asphalt, Inc.'s EIN is 87-0556185.
Download the official 2024 Form 5500 (PDF) for Morgan Asphalt, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan Asphalt, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $551 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENT RETIREMENT ADVISORS LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.5M | 29.1% | |
| GREAT GRAY TRUST AMERICAN FNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $657K | 12.8% | |
| GREAT GRAY TRUST AMERICAN FNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $474K | 9.2% | |
| GREAT GRAY TRUST AMERICAN FNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $469K | 9.1% | |
| GREAT GRAY TRUST AMERICAN FNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $430K | 8.4% | |
| GREAT GRAY TRUST AMERICAN FNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $307K | 6.0% | |
| Participant loans Interest Rate 4.00%-12.5% | Bonds / Notes | — | — | $182K | 3.5% | |
| GREAT GRAY TRUST AMERICAN FNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $148K | 2.9% | |
| EI Fixed Accounts Series Class I Fixed Annuities | Other securities | — | — | $145K | 2.8% | |
| GREAT GRAY TRUST AMERICAN FNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $142K | 2.8% | |
| GREAT GRAY TRUST AMERICAN FNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $123K | 2.4% | |
| JPMorgan Growth Advantage R6 Mutual Funds | Other securities | — | — | $99K | 1.9% | |
| Allspring Special Mid Cap Value R6 Mutual Funds | Other securities | — | — | $94K | 1.8% | |
| American Funds New Perspective R6 Mutual Funds | Mutual Funds | — | — | $71K | 1.4% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $60K | 1.2% | |
| Fidelity Global Ex US Index Mutual Funds | Mutual Funds | — | — | $50K | 1.0% | |
| Putnam Large Cap Value R6 Mutual Funds | Mutual Funds | — | — | $40K | 0.8% | |
| State Street Equity 500 Index K Mutual Funds | Common Collective Trusts | — | — | $31K | 0.6% | |
| IShares Russell Small/Mid Cap Index K Mutual Funds | Other securities | — | — | $22K | 0.4% | |
| PGIM Jennison International Opps R6 Mutual Funds | Other securities | — | — | $21K | 0.4% | |
| Fidelity Inflation Protected Bond Index Mutual Funds | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $15K | 0.3% | |
| Western Asset Core Bond IS Mutual Funds | Other securities | — | — | $12K | 0.2% | |
| Invesco Core Bond R6 Mutual Funds | Mutual Funds | — | — | $7K | 0.1% | |
| GREAT GRAY TRUST AMERICAN FNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $7K | 0.1% | |
| Clearbridge Small Cap Growth IS Mutual Funds | Other securities | — | — | $6K | 0.1% | |
| American Century Global Real Estate R6 Mutual Funds | Other securities | — | — | $5K | <0.1% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BOISE, ID |
| INVESTMENT ADVISOR |
| $20K |
| — |
