Erick Garcia signed Morley Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morley Builders, Inc.'s EIN is 95-3920697.
Download the official 2024 Form 5500 (PDF) for Morley Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morley Builders, Inc.'s plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $399 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Morley Builders, Inc. Common Stock | Common Stocks | — | $26.1M | $68.7M | 99.6% | |
| Principal Global Investors Pooled Separate Account - SAM Balanced | Pooled Separate Accounts | — | $46K | $50K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $50K | <0.1% | |
| Principal Global Investors Pooled Separate Account - Money Market | Pooled Separate Accounts | — | $40K | $40K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $40K | <0.1% | |
| CASH - POOLED SEPARATE ACCOUNTS PRINCIPAL FINANCIAL GROUP · EIN 95-3920697 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
