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Original filing (PDF)20251014142221NAL0001494451001
MIKRON CORP MONROE
Form 5500
FILING_RECEIVED
MIKRON CORP MONROE RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
334
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
30 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.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIKRON CORP MONROE.
Plan sponsor
Name
MIKRON CORP MONROE
EIN
06-0974033
Address
8100 S POTOMAC ST · ENGLEWOOD, CO · 80112
Phone
(720) 858-2019
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $10K | — |
Investments
23 direct securities · 7 pooled funds· $24.8M(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
$21.1M
23 holdings
Common Collective Trust
$3.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.4M | 9.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.4M | 9.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.2M | 9.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.1M | 8.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.1M | 8.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.8M | 7.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.6M | 6.7% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.5M | 6.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 6.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $875K | 3.5% | |
| AB US LARGE CAP GROWTH CIT (W SERIE GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $843K | 3.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $693K | 2.8% | |
| EAGLE MID CAP GROWTH 4 ALTA TRUST · EIN 83-0524193 / PN 005 | Common Collective Trust | — | — | $666K | 2.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $519K | 2.1% | |
| Victory Sycamore Established Val R6 Victory 0 | — | — | — | $401K | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $378K | 1.5% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $370K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $364K | 1.5% | |
| PUTNAM LARGE CAP VALUE TRUST II U GREAT GRAY TRUST · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $355K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $332K | 1.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $317K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $274K | 1.1% | |
| COHEN & STEERS U.S. REALTY U CIT SEI TRUST COMPANY · EIN 47-1211722 / PN 064 | Common Collective Trust | — | — | $169K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $134K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $123K | 0.5% | |
| Undiscovered Mgrs Behavioral Val R6 Undiscovered 0 | — | — | — | $95K | 0.4% | |
| Fidelity Emerging Markets K Fidelity 0 | — | — | — | $71K | 0.3% | |
| JANUS HENDERSON INTERNATIONAL ALPHA GREAT GRAY TRUST · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $66K | 0.3% | |
| PGIM TOTAL RETURN BOND U GREAT GRAY TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $23K | <0.1% | |
| PGIM Global Total Return R6 PGIM 0 | — | — | — | $19K | <0.1% |
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