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Original filing (PDF)20251015002056NAL0005146816001
MORROW EQUIPMENT COMPANY L.L.C.
Form 5500
FILING_RECEIVED
MORROW EQUIPMENT COMPANY L. L. C. SAVINGS PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
229
Accounts w/ balance
305
Plan assets (EOY)
$40.3M
Net assets (EOY)
$40.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MassMutual Pooled Stable Trust R" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORROW EQUIPMENT COMPANY L.L.C..
Plan sponsor
Name
MORROW EQUIPMENT COMPANY L.L.C.
EIN
93-1126215
Address
3218 PRINGLE RD SE · SALEM, OR · 97302
Phone
(503) 585-5721
Industry
Real Estatesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REDW LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
| ALERA INVESTMENT ADVISORS | 81-4473358 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $80.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$40.3M
28 holdings
Pooled Separate Account
$39.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $39.9M | 99.0% | |
| MassMutual Pooled Stable Trust R | — | — | — | $12.1M | 30.0% | |
| JP Morgan Lrg Cp Growth Fund R6 | — | — | — | $4.8M | 12.0% | |
| Vanguard US Growth Adm | — | — | — | $4.8M | 11.9% | |
| Vanguard 500 Index Adm | — | — | — | $4.1M | 10.2% | |
| Allspring Spec Md Cap Value R6 | — | — | — | $2.5M | 6.3% | |
| Vanguard Equity-Income Adm | — | — | — | $1.9M | 4.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.5M | 3.8% | |
| Clearbridge Intl Growth IS | — | — | — | $1.2M | 2.9% | |
| Nuveen TIAA Life Index 2050 J | — | — | — | $1.0M | 2.5% | |
| Nuveen TIAA Life Index 2035 J | — | — | — | $848K | 2.1% | |
| Nuveen TIAA Life Index 2030 J | — | — | — | $827K | 2.1% | |
| Nuveen TIAA Life Index 2045 J | — | — | — | $629K | 1.6% | |
| Nuveen TIAA Life Index 2025 J | — | — | — | $617K | 1.5% | |
| Nuveen TIAA Life Index 2040 J | — | — | — | $575K | 1.4% | |
| Nuveen TIAA Life Index 2055 J | — | — | — | $543K | 1.3% | |
| Amerfds American Balanced R6 | — | — | — | $417K | 1.0% | |
| Cohen Steers Real Estate Sec Z | — | — | — | $405K | 1.0% | |
| Participant loans | — | — | — | $402K | 1.0% | |
| Allspring Spec Sm Cap Val R6 | — | — | — | $393K | 1.0% | |
| Nuveen TIAA Life Index 2065 J | — | — | — | $127K | 0.3% | |
| Nuveen TIAA Life Index 2060 J | — | — | — | $118K | 0.3% | |
| Nuveen TIAA Life Index 2010 J | — | — | — | $112K | 0.3% | |
| Nuveen TIAA Life Index Ret Inc J | — | — | — | $82K | 0.2% | |
| Blackrock Total Return K | — | — | — | $75K | 0.2% | |
| Nuveen TIAA Life Index 2020 J | — | — | — | $62K | 0.2% | |
| MFS Val R6 | — | — | — | $57K | 0.1% | |
| Nuveen TIAA Life Index 2015 J | — | — | — | $28K | <0.1% | |
| Voya Gov Money Market Fund A | — | — | — | $453 | <0.1% |