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Original filing (PDF)20251007191702NAL0002662723001
MORTON GRINDING, INC.
Form 5500
FILING_RECEIVED
MORTON GRINDING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
198
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
44 pooled trusts
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORTON GRINDING, INC..
Plan sponsor
Name
MORTON GRINDING, INC.
EIN
95-2487459
Address
201 E. AVENUE K15 · LANCASTER, CA · 93535
Phone
(661) 298-8161
Industry
Manufacturingsee 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
2025-10-07
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
DOUGHERTY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. USA | 01-0233346 | — | RECORDKEEPER | $5K | — |
Investments
11 direct securities · 44 pooled funds· $18.8M(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.
Pooled Separate Account
$10.5M
44 holdings
Uncategorized
$8.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock - JH Multi-Index 2030 Preserv Mutual fund (held in PSA) | — | — | — | $1.5M | 13.4% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 13.4% | |
| John Hancock - JH Multi-Index 2035 Preserv Mutual fund (held in PSA) | — | — | — | $1.4M | 12.8% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 12.8% | |
| John Hancock - JH Multi-Index 2045 Preserv Mutual fund (held in PSA) | — | — | — | $1.2M | 10.9% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 10.9% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 9.7% | |
| John Hancock - JH Multi-Index 2025 Preserv Mutual fund (held in PSA) | — | — | — | $1.1M | 9.7% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 9.7% | |
| John Hancock - JH Multi-Index 2010 Preserv Mutual fund (held in PSA) | — | — | — | $797K | 7.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $797K | 7.1% | |
| John Hancock - JH Multi-Index 2050 Preserv Mutual fund (held in PSA) | — | — | — | $723K | 6.5% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $723K | 6.5% | |
| Participant Loans 4.25%-9.50% -0- | — | — | — | $633K | 5.7% | |
| John Hancock - JH Multi-Index 2040 Preserv Mutual fund (held in PSA) | — | — | — | $489K | 4.4% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $489K | 4.4% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $431K | 3.9% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $162K | 1.5% | |
| John Hancock - JH Multi-Index 2060 Preserv Mutual fund (held in PSA) | — | — | — | $161K | 1.4% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $161K | 1.4% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $140K | 1.3% | |
| SCIENCE AND TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 1.2% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 1.1% | |
| John Hancock - JH Multi-Index 2055 Preserv Mutual fund (held in PSA) | — | — | — | $117K | 1.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 1.1% | |
| John Hancock - JH Multi-Index 2065 Preserv Mutual fund (held in PSA) | — | — | — | $97K | 0.9% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 0.9% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 0.7% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.5% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.5% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.5% | |
| AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.5% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.4% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.4% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.3% | |
| MFS UTILITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.3% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.3% | |
| CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.3% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
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