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Original filing (PDF)20250925084638NAL0007460625001
PINE MANOR, INC.
Form 5500
FILING_RECEIVED
PINE MANOR, INC. 401(K) PLAN
401(k) retirement plan
Active participants
811
Accounts w/ balance
324
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 66 bps in Schedule C fees — 127% above peer band of 29 bps.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINE MANOR, INC..
Plan sponsor
Name
PINE MANOR, INC.
EIN
35-1070631
Address
9622 W 350 NORTH · ORLAND, IN · 46776
Phone
(260) 829-6550
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 45-1558009 | — | CUSTODIAN | $2K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS CONSULTING | 11-3665754 | — | RECORDKEEPER | $45K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | — | AUSTIN, TX | BROKERAGE FEES | $73 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAKE CITY BANK | 35-0458180 | — | TRUSTEE | $59K | — |
Investments
27 direct securities· $16.1M(100% of reported assets)
Uncategorized
$15.6M
26 holdings
Mutual Funds
$457K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Deposit Account * Charles Schwab Trust Bank 2,326,758 Units | — | — | $2.3M | $2.3M | 14.4% | |
| Vanguard Target Retirement 2030 Fund 51,779 Shares | — | — | $52K | $2.0M | 12.2% | |
| Vanguard S&P 500 ETF Fund 3,219 Shares | — | — | $3K | $1.7M | 10.8% | |
| Vanguard Target Retirement 2040 Fund 38,140 Shares | — | — | $38K | $1.6M | 10.2% | |
| Vanguard Life Strategy Moderate Growth Fund 36,348 Shares | — | — | $36K | $1.1M | 7.1% | |
| T Rowe Price Blue Chip Growth Fund 4,383 Shares | — | — | $4K | $816K | 5.1% | |
| Vanguard Mid Cap Index Fund Admiral 2,100 Shares | — | — | $2K | $686K | 4.3% | |
| maturing at various dates through October 2029 | — | — | — | $626K | 3.9% | |
| Vanguard Small Cap I Fund 5,238 Shares | — | — | $5K | $603K | 3.7% | |
| Dodge & Cox Stock I Fund 2,143 Shares | — | — | $2K | $551K | 3.4% | |
| Vanguard Target Retirement 2050 Fund 10,149 Shares | — | — | $10K | $506K | 3.1% | |
| Vanguard Target Retirement 2020 Fund 17,965 Shares | — | — | $18K | $476K | 3.0% | |
| American Funds Growth Fund Of America R6 6,131 Shares | Mutual Funds | — | $6K | $457K | 2.8% | |
| Vanguard Target Retirement 2060 Fund Inv 8,381 Shares | — | — | $8K | $430K | 2.7% | |
| American Funds New Perspective R6 5,273 Shares | — | — | $5K | $328K | 2.0% | |
| Vanguard Life Strategy Growth Fund I 7,173 Shares | — | — | $7K | $317K | 2.0% | |
| Dodge & Cox Income I Fund 25,353 Shares | — | — | $25K | $314K | 1.9% | |
| Vanguard Life Strategy Income Fund I 17,700 Shares | — | — | $18K | $266K | 1.7% | |
| Vanguard Target Retirement 2035 Fund 6,567 Shares | — | — | $7K | $157K | 1.0% | |
| American Funds Fundamental Invs R6 1,891 Shares | — | — | $2K | $153K | 0.9% | |
| Vanguard Target Retirement 2025 Fund 8,085 Shares | — | — | $8K | $151K | 0.9% | |
| Vanguard Target Retirement Income Inv 8,612 Shares | — | — | $9K | $113K | 0.7% | |
| Vanguard High-yield Corporate Fund Inv 19,972 Shares | — | — | $20K | $108K | 0.7% | |
| Vanguard Target Retirement 2045 Fund 3,633 Shares | — | — | $4K | $108K | 0.7% | |
| Vanguard Real Estate In Fund Adm 488 Shares | — | — | — | $62K | 0.4% | |
| Pimco Real Return Fund Class R 4,140 Shares | — | — | $4K | $41K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Adm 670 Shares | — | — | — | $25K | 0.2% |
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