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Original filing (PDF)20250627123017NAL0009410913001
MURCOR, INC.
Form 5500
FILING_RECEIVED
MURCOR, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
202
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
25 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MURCOR, INC..
Plan sponsor
Name
MURCOR, INC.
EIN
95-4072376
Address
740 CORPORATE CENTER DRIVE · SUITE 200 · POMONA, CA · 91768
Phone
(909) 397-7330
Industry
Real Estatesee 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
2025-06-27
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
16 direct securities · 25 pooled funds· $32.5M(100% of reported assets)
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.
Uncategorized
$16.5M
16 holdings
Common Collective Trust
$16.0M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $3.8M | 11.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.9M | 8.9% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $2.8M | 8.7% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.5M | 7.7% | |
| Fidelity Select Technology Mutual fund | — | — | — | $2.4M | 7.5% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.3M | 7.1% | |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.5% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.9% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.5% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| Vanguard Interm-Term Bond Index Admiral Mutual fund | — | — | — | $1.0M | 3.2% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $942K | 2.9% | |
| Vanguard FTSE All-Wld Ex-Us Inx Admiral Mutual fund | — | — | — | $901K | 2.8% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund | — | — | — | $853K | 2.6% | |
| American Funds Europacific Gr R6 Mutual fund | — | — | — | $726K | 2.2% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $711K | 2.2% | |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $711K | 2.2% | |
| Victory Sycamore Established Value R6 Mutual fund | — | — | — | $609K | 1.9% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $557K | 1.7% | |
| Notes receivable from participants various maturities through July 2036 - | — | — | — | $518K | 1.6% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | — | — | — | $482K | 1.5% | |
| Vanguard Real Estate Index Admiral Mutual fund | — | — | — | $316K | 1.0% | |
| Putnam Small Cap Growth R6 Mutual fund | — | — | — | $290K | 0.9% | |
| DFA Us Targeted Value I Mutual fund | — | — | — | $274K | 0.8% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund | — | — | — | $219K | 0.7% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $211K | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $160K | 0.5% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $74K | 0.2% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $70K | 0.2% | |
| T ROWE PRICE RETIREMENT 2010 TR E T. ROWE PRICE · EIN 32-6199795 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE · EIN 47-1088316 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE · EIN 37-6495447 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE · EIN 36-7595013 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE · EIN 35-6941729 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| CLEARBRIDGE SM CAP GROWTH CIT C1 R2 GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2055 TR E T. ROWE PRICE · EIN 35-6941728 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR E T. ROWE PRICE · EIN 35-6941654 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE · EIN 32-6199848 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE · EIN 36-7594871 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE · EIN 30-6303214 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE · EIN 38-7010946 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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