Back to filter
Original filing (PDF)20251009114505NAL0006927873001
MOO, INC.
Form 5500
FILING_RECEIVED
MOO, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
286
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
30 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 MOO, INC..
Plan sponsor
Name
MOO, INC.
EIN
26-4182967
Address
25 FAIRMONT AVE EAST · EAST PROVIDENCE, RI · 02914
Phone
(401) 721-5000
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $34K | — |
Investments
30 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds MFS Lifetime 2055 R6 N/R | — | — | — | $1.3M | 14.1% | |
| MFS Lifetime 2050 R6 N/R | — | — | — | $1.1M | 11.8% | |
| MFS Lifetime 2045 R6 N/R | — | — | — | $955K | 10.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I N/R | — | — | — | $650K | 7.1% | |
| MFS Lifetime 2060 R6 N/R | — | — | — | $647K | 7.0% | |
| Insurance Fund * The Standard The Standard Stable Asset Fund A N/R | — | — | — | $504K | 5.5% | |
| Fidelity 500 Index N/R | — | — | — | $476K | 5.2% | |
| Blackrock High Yield K N/R | — | — | — | $416K | 4.5% | |
| MFS Lifetime 2040 R6 N/R | — | — | — | $344K | 3.7% | |
| MFS Lifetime 2035 R6 N/R | — | — | — | $336K | 3.6% | |
| MFS Lifetime 2030 R6 N/R | — | — | — | $284K | 3.1% | |
| MFS International Diversification R6 N/R | — | — | — | $272K | 3.0% | |
| Victory Sycamore Victory Sycamore Established Value R N/R | — | — | — | $226K | 2.5% | |
| Columbia Dividend Income Instl 3 N/R | — | — | — | $176K | 1.9% | |
| Baird Core Plus Bond Inst N/R | — | — | — | $169K | 1.8% | |
| American Funds American Funds New World R6 N/R | — | — | — | $163K | 1.8% | |
| Janus Henderson Janus Henderson Triton T N/R | — | — | — | $157K | 1.7% | |
| Fidelity Mid Cap Index N/R | — | — | — | $157K | 1.7% | |
| MassMutual Select Mid Cap Growth I N/R | — | — | — | $155K | 1.7% | |
| Participant Loans Notes receivable from Participant with interest rates $0 | — | — | — | $143K | 1.6% | |
| MFS Lifetime 2025 R6 N/R | — | — | — | $132K | 1.4% | |
| MFS Lifetime 2065 R6 N/R | — | — | — | $119K | 1.3% | |
| PGIM Global Total Return R6 N/R | — | — | — | $88K | 1.0% | |
| Calvert US Large Cap Core Responsible Index R6 N/R | — | — | — | $63K | 0.7% | |
| Fidelity International Index N/R | — | — | — | $55K | 0.6% | |
| MFS Lifetime Income R6 N/R | — | — | — | $49K | 0.5% | |
| Vanguard Real Estate Index Admiral N/R | — | — | — | $45K | 0.5% | |
| Fidelity Small Cap Index N/R | — | — | — | $16K | 0.2% | |
| Calvert Balanced R6 N/R | — | — | — | $15K | 0.2% | |
| MFS New Discovery Value R6 N/R | — | — | — | $13K | 0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Manufacturing plans
AMGRAPH PACKAGING, INC.
AMGRAPH PACKAGING, INC. SALARIED EMPLOYEES' RETIREMENT & SAVINGS PLAN
$9.2M · 57 participants
IC SECURITY PRINTERS, INC.
IC SECURITY PRINTERS, INC. EMPLOYEES' 401(K)
$9.2M · 194 participants
NATIONAL MAIL GRAPHICS CORPORATION
NATIONAL MAIL GRAPHICS CORPORATION 401K PLAN
$9.2M · 39 participants
BANES AND MAYER, INC.
BANES AND MAYER, INC. PROFIT SHARING PLAN
$9.2M · 3 participants
LAKE BOOK MANUFACTURING, LLC
LAKE BOOK MANUFACTURING, LLC EMPLOYEES' RETIREMENT PLAN
$9.2M · 35 participants
REX THREE, INC.
REX THREE, INC. 401(K) PLAN
$9.2M · 205 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B