Original filing (PDF)20251009162751NAL0007305057001

MURPHY COMPANY

Name: MURPHY COMPANY — MURPHY COMPANY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MURPHY COMPANY

Form 5500

FILING_RECEIVED

MURPHY COMPANY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

880

Accounts w/ balance

1,165

Plan assets (EOY)

$34.7M

Net assets (EOY)

$34.7M

How this plan invests

This plan

37 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

50 bps in Schedule C fees — 73% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MURPHY COMPANY.

Plan sponsor

Name

MURPHY COMPANY

EIN

93-0939018

Address

2350 PRAIRIE ROAD · EUGENE, OR · 97402

Phone

(541) 461-4545

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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)

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

Audit & trust (Schedule H)

Auditor

KERNUTT STOKES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$174K	—

Investments

35 direct securities· $35.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
JPMorgan Core Bond Fund Class R3 GM Mutual Funds	—	—	—	$7.0M	20.3%
iShares S&P 500 Index Fund Class K GM Mutual Funds	—	—	—	$5.5M	15.8%
Blackrock Low Duration Bond Portfolio Institutional Shares GM Mutual Funds	—	—	—	$3.6M	10.3%
MFS Value Fund Class A GM Mutual Funds	—	—	—	$2.9M	8.3%
AB Large Cap Growth Fund Class A GM Mutual Funds	—	—	—	$2.9M	8.2%
iShares MSCI EAFE International Index Fund GM Mutual Funds	—	—	—	$1.7M	4.9%
iShares S&P 500 Index Fund Class K Mutual Funds	—	—	—	$1.6M	4.5%
Blackrock Liquidity Fed Fund Mutual Funds	—	—	$1.3M	$1.3M	3.8%
Janus Henderson Global Equity Income Fund Class A GM Mutual Funds	—	—	—	$976K	2.8%
MFS International Growth Fund Class A GM Mutual Funds	—	—	—	$963K	2.8%
Macquarie Small Cap Core Fund Class A Mutual Funds	—	—	—	$683K	2.0%
MACQUARIE SMALL CAP CORE FD A MUTUAL FUNDS	—	—	$540K	$631K	1.8%
Columbia Mid Cap Index Fund Class A GM Mutual Funds	—	—	—	$597K	1.7%
BNY Mellon Opportunistic Midcap Value Fund Class A GM Mutual Funds	—	—	—	$589K	1.7%
Janus Henderson Enterprise A GM Mutual Funds	—	—	—	$586K	1.7%
PGIM Jennison Small Company R6 Mutual Funds	—	—	$632K	$583K	1.7%
Allspring Special Small Cap Value Fund A GM Mutual Funds	—	—	—	$581K	1.7%
MFS Value Fund Class A Mutual Funds	—	—	—	$577K	1.7%
JPMorgan Core Bond Fund Class R3 Mutual Funds	—	—	—	$507K	1.5%
MFS Growth Allocation Fund Class R4 Mutual Funds	—	—	—	$404K	1.2%
Blackrock Low Duration Bond Portfolio Institutional Shares Mutual Funds	—	—	—	$230K	0.7%
Janus Henderson Enterprise A Mutual Funds	—	—	—	$190K	0.5%
iShares MSCI EAFE International Index Fund Mutual Funds	—	—	—	$159K	0.5%
AB Large Cap Growth Fund Class A Mutual Funds	—	—	—	$128K	0.4%
Columbia Mid Cap Index Fund Class A Mutual Funds	—	—	—	$115K	0.3%
Janus Henderson Global Equity Income Fund Class A Mutual Funds	—	—	—	$94K	0.3%
Allspring Special Small Cap Value Fund A Mutual Funds	—	—	—	$84K	0.2%
BNY Mellon Opportunistic Midcap Value Fund Class A Mutual Funds	—	—	—	$82K	0.2%
MACQUARIE SMALL CAP CORE FD A MUTUAL FUNDS	—	—	$47K	$52K	0.1%
Blackrock Global Allocation Class A Mutual Funds	—	—	—	$39K	0.1%
Blackrock Liquidity Fund GM Mutual Funds	—	—	—	$33K	<0.1%
BLACKROCK LIQUIDITY FUND GM MONEY MARKET	—	—	$33K	$33K	<0.1%
MFS Total Return Fund Class R6 Mutual Funds	—	—	—	$24K	<0.1%
MFS Conservative Allocation Fund Class R4 Mutual Funds	—	—	—	$8K	<0.1%
MFS International Growth Fund Class A Mutual Funds	—	—	—	$7K	<0.1%