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Original filing (PDF)20250811155212NAL0021126514001
MINITAB, LLC
Form 5500
FILING_RECEIVED
MINITAB, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
358
Accounts w/ balance
457
Plan assets (EOY)
$129.8M
Net assets (EOY)
$129.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINITAB, LLC.
Plan sponsor
Name
MINITAB, LLC
EIN
25-1441947
Address
1829 PINE HALL ROAD · STATE COLLEGE, PA · 16801
Phone
(814) 238-3280
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-11
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $35K | — |
Investments
17 direct securities · 15 pooled funds· $129.4M(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.
Common Collective Trust
$65.9M
15 holdings
Uncategorized
$38.9M
16 holdings
Mutual Funds
$24.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund N/R | Mutual Funds | — | — | $24.6M | 18.9% | |
| T. ROWE PRICE TARGET 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $12.5M | 9.7% | |
| T. ROWE PRICE TARGET 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $9.4M | 7.2% | |
| T. ROWE PRICE TARGET 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $8.1M | 6.2% | |
| FullerThaler Behavioral Sm-Cp Gr N/R | — | — | — | $8.0M | 6.2% | |
| T. ROWE PRICE TARGET 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $6.7M | 5.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.3M | 4.9% | |
| R6 * T. Rowe Price TRP Mid Cap Growth Fund N/R | — | — | — | $6.1M | 4.7% | |
| T. Rowe Price TRP Equity Income Fund N/R | — | — | — | $5.8M | 4.4% | |
| T. Rowe Price TRP Balanced Fund N/R | — | — | — | $4.9M | 3.7% | |
| T. ROWE PRICE TARGET 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.5% | |
| T. ROWE PRICE TARGET 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.0% | |
| T. ROWE PRICE TARGET 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.9% | |
| PGI CIT BLUE CHIP EQUITY FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 81-2446596 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| Vanguard Extended Market Index N/R | — | — | — | $3.1M | 2.4% | |
| T. ROWE PRICE TARGET 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.3% | |
| Admiral Fund Vanguard Total Bond Market Index N/R | — | — | — | $3.0M | 2.3% | |
| Admiral Fund * T. Rowe Price TRP International Stock Fund N/R | — | — | — | $1.5M | 1.2% | |
| T. Rowe Price TRP Mid Cap Value Fund N/R | — | — | — | $1.5M | 1.2% | |
| Vanguard Total Institutional Stock N/R | — | — | — | $1.4M | 1.1% | |
| T. ROWE PRICE TARGET 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| T. ROWE PRICE TARGET 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| T. ROWE PRICE TARGET 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Index Admiral Fund Loomis Sayles Loomis Sayles Core Plus Bond N/R | — | — | — | $1.1M | 0.8% | |
| Fund Dimensional Fund Advisors DFA US Small Cap Value I N/R | — | — | — | $910K | 0.7% | |
| T. Rowe Price TRP Spectrum Income Fund N/R | — | — | — | $765K | 0.6% | |
| T. ROWE PRICE TARGET 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3388904 / PN 001 | Common Collective Trust | — | — | $576K | 0.4% | |
| Charles Schwab Treasury Inflation Protected N/R | — | — | — | $463K | 0.4% | |
| Securities Index Fund MFS Emerging Markets Equity R6 N/R | — | — | — | $222K | 0.2% | |
| T. ROWE PRICE TARGET 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $134K | 0.1% | |
| Principal Real Estate Securities N/R | — | — | — | $99K | <0.1% | |
| Money Market Fund * T. Rowe Price T. Rowe Price Government Money N/R | — | — | — | $23K | <0.1% |
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