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Original filing (PDF)20251016082207NAL0007931120001
ADENA CORPORATION
Form 5500
FILING_RECEIVED
ADENA CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
456
Accounts w/ balance
583
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADENA CORPORATION.
Plan sponsor
Name
ADENA CORPORATION
EIN
34-1376430
Address
1310 WEST FOURTH STREET · MANSFIELD, OH · 44906
Phone
(419) 529-4456
Industry
Constructionsee 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
2025-10-16
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)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
KM&M
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $575 | — |
Investments
26 direct securities · 4 pooled funds· $28.9M(97% 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
$28.4M
26 holdings
Common Collective Trust
$513K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Identify of issue, borrower lessor or similar of interest, collateral, par or party maturity value Cost Current Value ** American Funds 2030 Target Retirement R6 Mutual Funds | — | — | — | $5.8M | 19.4% | |
| American Funds 2045 Target Retirement R6 Mutual Funds | — | — | — | $4.6M | 15.4% | |
| American Funds 2035 Target Retirement R6 Mutual Funds | — | — | — | $3.3M | 11.0% | |
| American Funds 2040 Target Retirement R6 Mutual Funds | — | — | — | $2.5M | 8.6% | |
| American Funds 2050 Target Retirement R6 Mutual Funds | — | — | — | $2.4M | 8.0% | |
| American Funds 2055 Target Retirement R6 Mutual Funds | — | — | — | $1.8M | 6.2% | |
| American Funds 2060 Target Retirement R6 Mutual Funds | — | — | — | $1.6M | 5.5% | |
| American Funds 2065 Target Retirement R6 Mutual Funds | — | — | — | $1.1M | 3.8% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.0M | 3.4% | |
| American Funds 2025 Target Retirement R6 Mutual Funds | — | — | — | $942K | 3.2% | |
| Fidelity Large Cap Growth Index Mutual Funds | — | — | — | $688K | 2.3% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $477K | 1.6% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $381K | 1.3% | |
| Vanguard Equity-Income Mutual Funds | — | — | — | $373K | 1.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Funds | — | — | — | $339K | 1.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | — | — | — | $304K | 1.0% | |
| American Funds New World R6 Mutual Funds | — | — | — | $293K | 1.0% | |
| Fidelity Total Market Index Mutual Funds | — | — | — | $237K | 0.8% | |
| American Funds 2020 Target Retirement R6 Mutual Funds | — | — | — | $187K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual Funds | — | — | — | $171K | 0.6% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $131K | 0.4% | |
| American Funds 2015 Target Retirement R6 Mutual Funds | — | — | — | $80K | 0.3% | |
| Pimco INT Bond (USD-Hedged) INST Mutual Funds | — | — | — | $52K | 0.2% | |
| American Funds 2070 Target Retirement R6 Mutual Funds | — | — | — | $41K | 0.1% | |
| Vanguard Energy Index ADM Mutual Funds | — | — | — | $31K | 0.1% | |
| Lord Abbett High Yield R6 Mutual Funds | — | — | — | $18K | <0.1% | |
| Pimco Long-Term Credit Bond Instl Mutual Funds | — | — | — | $8K | <0.1% | |
| Vanguard Inflation-Projected Secs ADM Mutual Funds | — | — | — | $4K | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
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