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Original filing (PDF)20250807065445NAL0002052499001
MICRONICS ENGINEERED FILTRATION GROUP, INC.
Form 5500
FILING_RECEIVED
MICRONICS ENGINEERED FILTRATION GROUP, INC. 401K
401(k) retirement plan
Signals · 2
~114 bps in Sched C feesNo recordkeeper disclosed
Active participants
365
Accounts w/ balance
446
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 119% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICRONICS ENGINEERED FILTRATION GROUP, INC..
Plan sponsor
Name
MICRONICS ENGINEERED FILTRATION GROUP, INC.
EIN
27-0441416
Address
1201 RIVERFRONT PARKWAY · CHATTANOOGA, TN · 37402
Phone
(423) 698-8988
Industry
Manufacturingsee 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
2025-08-07
Pension benefit codes
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $90K | — |
| ARISTA ADVISORY GROUP | 82-4140558 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $15.7M(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
$8.2M
29 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.5M | 95.6% | |
| Voya Index Solution 2040 Portfolio Z Fund " | — | — | — | $1.8M | 23.3% | |
| Voya Index Solution 2035 Portfolio Z Fund " | — | — | — | $1.1M | 13.9% | |
| Voya Index Solutions 2030 Portfolio Z Fund " | — | — | — | $901K | 11.4% | |
| Vanguard 500 Index Fund Admiral Shares " | — | — | — | $649K | 8.2% | |
| Voya Index Solutions 2025 Portfolio Z Fund " | — | — | — | $469K | 5.9% | |
| AB Large Cap Growth Fund Z " | — | — | — | $441K | 5.6% | |
| Voya Index Solution 2050 Portfolio Z Fund " | — | — | — | $367K | 4.6% | |
| Voya Index Solution 2055 Portfolio Z Fund " | — | — | — | $253K | 3.2% | |
| Voya Fixed Account Guaranteed investment contract | — | — | — | $230K | 2.9% | |
| Voya Index Solution Income Portfolio Z Fund " | — | — | — | $215K | 2.7% | |
| Voya Index Solution 2045 Portfolio Z Fund " | — | — | — | $211K | 2.7% | |
| Transamerica International Equity Fund R6 " | — | — | — | $198K | 2.5% | |
| Voya Index Solution 2060 Portfolio Z Fund " | — | — | — | $186K | 2.4% | |
| Participant Loans (8.75% - 9.50%) - | — | — | — | $120K | 1.5% | |
| Voya Index Solution 2065 Portfolio Z Fund " | — | — | — | $109K | 1.4% | |
| Victory Core Plus Interm Bond R6 Fund " | — | — | — | $108K | 1.4% | |
| Touchstone Mid Cap Growth Fund R6 " | — | — | — | $99K | 1.3% | |
| JP Morgan Government Bond Fund R6 " | — | — | — | $93K | 1.2% | |
| JPMorgan Government Bd Fnd R6 Registered Investment Company | — | — | — | $93K | 1.2% | |
| BlackRock Advantage Small Cap K Fund " | — | — | — | $93K | 1.2% | |
| MnNpr Fnd Displ Value Srs Z Registered Investment Company | — | — | — | $72K | 0.9% | |
| Mann & Napier Fund Disciplined Value Shares Z Fund " | — | — | — | $72K | 0.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $58K | 0.7% | |
| Voya Government Money Market Fund Pooled separate account | — | — | — | $58K | 0.7% | |
| American Funds Inf Lnk Bd R6 Registered Investment Company | — | — | — | $35K | 0.4% | |
| American Funds Inflation Link Bond R6 Fund " | — | — | — | $35K | 0.4% | |
| John Hanck Dis Val Md Cp Fd R6 Registered Investment Company | — | — | — | $27K | 0.3% | |
| John Hancock Disciplined Value Mid Cap Fund R6 " | — | — | — | $27K | 0.3% | |
| DWS RREEF Rl Est Sec Fd R6 Registered Investment Company | — | — | — | $23K | 0.3% |
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