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Original filing (PDF)20250707170557NAL0009495106001
MORLEY BUILDERS, INC.
Form 5500
FILING_RECEIVED
MORLEY BUILDERS EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
199
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORLEY BUILDERS, INC..
Plan sponsor
Name
MORLEY BUILDERS, INC.
EIN
95-3920697
Address
3330 OCEAN PARK BLVD · SANTA MONICA, CA · 904053240
Phone
(310) 399-1600
Industry
Constructionsee 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
2025-07-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $18K | — |
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT | $18K | — |
Investments
21 direct securities· $34.4M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $7.2M | 19.5% | |
| Fidelity Advisor Technology Z Fund Registered Investment Company | — | — | — | $4.3M | 11.6% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | — | — | — | $4.2M | 11.3% | |
| JP Morgan Large Cap Growth R6 Fd Registered Investment Company | — | — | — | $3.6M | 9.9% | |
| Vanguard Equity-Inc Adm Fund Registered Investment Company | — | — | — | $2.4M | 6.5% | |
| American Funds Bond Fund of Am R6 Fd Registered Investment Company | — | — | — | $2.0M | 5.4% | |
| Goldman Sachs GQG Prt Intl Opportunity R6 Fd Registered Investment Company | — | — | — | $1.9M | 5.3% | |
| Vanguard Int-Tm Bd Idx Adm Fd Registered Investment Company | — | — | — | $1.8M | 4.9% | |
| Vanguard Mid Cap Index Adm Fd Registered Investment Company | — | — | — | $1.4M | 3.8% | |
| Vanguard Sm Cap Index Adm Fund Registered Investment Company | — | — | — | $1.2M | 3.2% | |
| Invesco Discovery R6 Fund Registered Investment Company | — | — | — | $935K | 2.5% | |
| Vanguard Sm Cap Val Idx Adm Fd Registered Investment Company | — | — | — | $893K | 2.4% | |
| MFS Mid Cap Value R6 Fund Registered Investment Company | — | — | — | $714K | 1.9% | |
| Invesco Discovery Mid Cap Growth R6 Fund Registered Investment Company | — | — | — | $562K | 1.5% | |
| Amer Funds Amer Bal R6 Fd Registered Investment Company | — | — | — | $393K | 1.1% | |
| Vanguard Hi-Yld Corp Adm Fund Registered Investment Company | — | — | — | $312K | 0.8% | |
| Maturing Through January 2039 - | — | — | — | $233K | 0.6% | |
| American Funds New World R6 Fund Registered Investment Company | — | — | — | $203K | 0.6% | |
| Hartford Bal Income R6 Fund Registered Investment Company | — | — | — | $125K | 0.3% | |
| AB Global Bond Z Fund Registered Investment Company | — | — | — | $39K | 0.1% | |
| (E) | — | — | — | $39K | 0.1% |
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