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Original filing (PDF)20251014183445NAL0007134818001
MNJ TECHNOLOGIES DIRECT, INC.
Form 5500
FILING_RECEIVED
MNJ 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
116
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MNJ TECHNOLOGIES DIRECT, INC..
Plan sponsor
Name
MNJ TECHNOLOGIES DIRECT, INC.
EIN
01-0560518
Address
1025 E. BUSCH PARKWAY · BUFFALO GROVE, IL · 60089
Phone
(847) 634-5417
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MK GROUP CPA'S & CONSULTANTS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $900 | — |
Investments
25 direct securities · 1 pooled fund· $10.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.2M
25 holdings
Common Collective Trust
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R4 Registered Investment Company | — | — | — | $2.0M | 19.2% | |
| American Funds 2045 Target Date Fund R4 Registered Investment Company | — | — | — | $1.4M | 13.7% | |
| iShares S&P 500 Index A Registered Investment Company | — | — | — | $1.1M | 11.1% | |
| American Funds 2050 Target Date Fund R4 Registered Investment Company | — | — | — | $1.0M | 9.9% | |
| American Funds 2025 Target Date Fund R4 Registered Investment Company | — | — | — | $929K | 9.1% | |
| American Funds 2040 Target Date Fund R4 Registered Investment Company | — | — | — | $837K | 8.2% | |
| American Funds 2060 Target Date Fund R4 Registered Investment Company | — | — | — | $475K | 4.7% | |
| American Funds 2065 Target Date Fund R5 Registered Investment Company | — | — | — | $443K | 4.3% | |
| American Funds 2030 Target Date Fund R4 Registered Investment Company | — | — | — | $423K | 4.2% | |
| JP Morgan Large Cap Growth R3 Registered Investment Company | — | — | — | $355K | 3.5% | |
| JPMorgan US Equity R3 Registered Investment Company | — | — | — | $249K | 2.4% | |
| American Funds Invmt Co of America R4 Registered Investment Company | — | — | — | $174K | 1.7% | |
| American Funds US Govt Money Market R4Registered Investment Company ** 956 Columbia Small Cap Index A Registered Investment Company | — | — | — | $123K | 1.2% | |
| Participant loans Interest Rates 4.25% to 9.5% $ - | — | — | — | $121K | 1.2% | |
| American Funds 2055 Target Date Fund R4 Registered Investment Company | — | — | — | $109K | 1.1% | |
| Columbia Mid Cap Index A Registered Investment Company | — | — | — | $98K | 1.0% | |
| American Funds New Perspective R4 Registered Investment Company | — | — | — | $73K | 0.7% | |
| Victory Core Plus Intermediate Bond A Registered Investment Company | — | — | — | $62K | 0.6% | |
| iShares MSCI EAFE International Index A Registered Investment Company | — | — | — | $56K | 0.5% | |
| MFS International Growth R3 Registered Investment Company | — | — | — | $55K | 0.5% | |
| Janus Henderson Triton S Registered Investment Company | — | — | — | $33K | 0.3% | |
| American Funds 2015 Target Date Fund R4 Registered Investment Company | — | — | — | $30K | 0.3% | |
| PIMCO Income A Registered Investment Company | — | — | — | $24K | 0.2% | |
| American Funds American Balanced R4 Registered Investment Company | — | — | — | $11K | 0.1% | |
| RELIANCE METLIFE SERIES 25053 CL METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $11K | 0.1% | |
| MFS Global Real Estate R3 Registered Investment Company | — | — | — | $6K | <0.1% |
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