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Original filing (PDF)20250919154424NAL0002669681001

MODULA INC

Form 5500
FILING_RECEIVED
MODULA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
186
Accounts w/ balance
142
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
37 pooled trusts
Schedule D
33 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 (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODULA INC.
Plan sponsor
Name
MODULA INC
EIN
01-0499341
Address
90 ALFRED A PLOUDE PARKWAY · LEWISTON, ME · 04240
Phone
(207) 440-5119
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
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALBIN RANDALL & BENNETT
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
SENTRY LIFE INSURANCE COMPANY39-6040276RECORDKEEPER$3K

Investments

2 direct securities · 37 pooled funds· $5.7M(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.

Pooled Separate Account
$5.3M
37 holdings
Uncategorized
$367K
2 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
IE/2030 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105
Pooled Separate Account
$790K13.9%
IF/2035 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106
Pooled Separate Account
$678K11.9%
IG/2040 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107
Pooled Separate Account
$541K9.5%
S0/LARGE CAP INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019
Pooled Separate Account
$363K6.4%
AO/FOREIGN LARGE INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076
Pooled Separate Account
$353K6.2%
R0/TOTAL STOCK INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018
Pooled Separate Account
$346K6.1%
H0/AGGRESSIVE GROWTH ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008
Pooled Separate Account
$268K4.7%
X0/BALANCED ALLOCATION ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024
Pooled Separate Account
$252K4.4%
SENTRY LIFE INSURANCE COMPANY GUARANTEED FUND$250K4.4%
IH/2045 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108
Pooled Separate Account
$241K4.2%
W0/TOTAL BOND INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023
Pooled Separate Account
$199K3.5%
HC/INTERMEDIATE TERM BOND ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086
Pooled Separate Account
$139K2.4%
HD/GLOBAL REAL ESTATE ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087
Pooled Separate Account
$121K2.1%
AN/EMERGING MARKETS INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071
Pooled Separate Account
$120K2.1%
HB/FOREIGN LARGE BLEND ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085
Pooled Separate Account
$118K2.1%
PARTICIPANT LOANS * SENTRY LIFE INSURANCE COMPANY 3.50% TO 10.50%$116K2.0%
GC/TIPS ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066
Pooled Separate Account
$106K1.9%
P0/SMALL CAP INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016
Pooled Separate Account
$103K1.8%
IK/2060 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111
Pooled Separate Account
$94K1.6%
IJ/2055 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110
Pooled Separate Account
$83K1.5%
ID/2025 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104
Pooled Separate Account
$73K1.3%
AL/SMALL CAP VALUE INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054
Pooled Separate Account
$63K1.1%
II/2050 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109
Pooled Separate Account
$51K0.9%
MB/LARGE CAP VALUE ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075
Pooled Separate Account
$46K0.8%
AI/MID-CAP INDEX ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051
Pooled Separate Account
$40K0.7%
HA/LARGE CAP BLEND ACCOUNT IV
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084
Pooled Separate Account
$35K0.6%
AJ/MID-CAP VALUE INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052
Pooled Separate Account
$28K0.5%
UA/HIGH-YIELD BOND ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 126
Pooled Separate Account
$22K0.4%
AB/MID-CAP GROWTH ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032
Pooled Separate Account
$22K0.4%
CC/SMALL-MID CAP GROWTH ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058
Pooled Separate Account
$14K0.2%
IL/2065 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129
Pooled Separate Account
$13K0.2%
M0/SMALL CAP BLEND ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013
Pooled Separate Account
$6K<0.1%
IC/2020 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103
Pooled Separate Account
$3K<0.1%
80/SHORT-TERM INVESTMENT ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 089
Pooled Separate Account
$0<0.1%
CB/HIGH YIELD BOND ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057
Pooled Separate Account
$0<0.1%
IB/2015 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102
Pooled Separate Account
$0<0.1%
IA/2010 TARGET RETIREMENT ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101
Pooled Separate Account
$0<0.1%
AP/SMALL CAP BLEND ACCOUNT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077
Pooled Separate Account
$0<0.1%
YM/INTERMEDIATE-TERM BOND ACCOUNT I
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074
Pooled Separate Account
$0<0.1%

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