Shirley Horner signed Morrison Express Corp.USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrison Express Corp.USA's EIN is 95-3130076.
Download the official 2024 Form 5500 (PDF) for Morrison Express Corp.USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrison Express Corp.USA'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| BLK LP INDEX 2040 FUND - INST | Registered Investment Companies | — | — | $2.4M | 19.3% | |
| BLK LP INDEX 2035 FUND INST | Registered Investment Companies | — | — | $2.1M | 17.1% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $2.0M | 16.3% | |
| BLK LP INDEX 2030 FUND INST | Registered Investment Companies | — | — | $1.9M | 15.5% | |
| BLK LP INDEX 2050 FUND - INST | Registered Investment Companies | — | — | $978K | 7.9% | |
| BLK LP INDEX 2045 FUND - INST | Registered Investment Companies | — | — | $746K | 6.0% | |
| BLK LP INDEX 2055 FUND - INST | Registered Investment Companies | — | — | $609K | 4.9% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $334K | 2.7% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $191K | 1.5% | |
| GS SV COL TR INSTL SER 2 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $175K | 1.4% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $164K | 1.3% | |
| BLK LP INDEX 2060 FUND INST | Registered Investment Companies | — | — | $163K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $116K | 0.9% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $107K | 0.9% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $71K | 0.6% | |
| BLK LRG CP FOCUS GROWTH- INST | Registered Investment Companies | — | — | $53K | 0.4% | |
| WESTERN ASSET CORE BD I | Registered Investment Companies | — | — | $40K | 0.3% | |
| LORD ABBETT BOND DEBENTURE - I | Registered Investment Companies | — | — | $21K | 0.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $17K | 0.1% | |
| JANUS HENDERSON DEV WRLD BD I | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $21K |
| — |
