JON Satrum signed Morrow Equipment Company L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrow Equipment Company L.L.C.'s EIN is 93-1126215.
Download the official 2024 Form 5500 (PDF) for Morrow Equipment Company L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrow Equipment Company L.L.C.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
| ALERA INVESTMENT ADVISORS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Other securities | — | — | $12.1M | 30.0% | |
| JP Morgan Lrg Cp Growth Fund R6 | Other securities | — | — | $4.8M | 12.0% | |
| Vanguard US Growth Adm | Mutual Funds | — | — | $4.8M | 11.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $4.1M | 10.2% | |
| Allspring Spec Md Cap Value R6 | Other securities | — | — | $2.5M | 6.3% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $1.9M | 4.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.5M | 3.8% | |
| Clearbridge Intl Growth IS | Other securities | — | — | $1.2M | 2.9% | |
| Nuveen TIAA Life Index 2050 J | Mutual Funds | — | — | $1.0M | 2.5% | |
| Nuveen TIAA Life Index 2035 J | Mutual Funds | — | — | $848K | 2.1% | |
| Nuveen TIAA Life Index 2030 J | Mutual Funds | — | — | $827K | 2.1% | |
| Nuveen TIAA Life Index 2045 J | Mutual Funds | — | — | $629K | 1.6% | |
| Nuveen TIAA Life Index 2025 J | Mutual Funds | — | — | $617K | 1.5% | |
| Nuveen TIAA Life Index 2040 J | Mutual Funds | — | — | $575K | 1.4% | |
| Nuveen TIAA Life Index 2055 J | Mutual Funds | — | — | $543K | 1.3% | |
| Amerfds American Balanced R6 | Other securities | — | — | $417K | 1.0% | |
| Cohen Steers Real Estate Sec Z | Other securities | — | — | $405K | 1.0% | |
| Participant loans | Participant loans | — | — | $402K | 1.0% | |
| Allspring Spec Sm Cap Val R6 | Other securities | — | — | $393K | 1.0% | |
| Nuveen TIAA Life Index 2065 J | Mutual Funds | — | — | $127K | 0.3% | |
| Nuveen TIAA Life Index 2060 J | Mutual Funds | — | — | $118K | 0.3% | |
| Nuveen TIAA Life Index 2010 J | Mutual Funds | — | — | $112K | 0.3% | |
| Nuveen TIAA Life Index Ret Inc J | Mutual Funds | — | — | $82K | 0.2% | |
| Blackrock Total Return K | Other securities | — | — | $75K | 0.2% | |
| Nuveen TIAA Life Index 2020 J | Mutual Funds | — | — | $62K | 0.2% | |
| MFS Val R6 | Mutual Funds | — | — | $57K | 0.1% | |
| Nuveen TIAA Life Index 2015 J | Mutual Funds | — | — | $28K | <0.1% | |
| Voya Gov Money Market Fund A | Cash / Money Market | — | — | $453 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-4473358 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |