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Original filing (PDF)20251015165833NAL0002783843001
MOEN INCORPORATED
Form 5500
FILING_RECEIVED
MOEN INCORPORATED PENSION PLAN
Defined-benefit pension plan
Signals · 3
~96 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
629
Accounts w/ balance
—
Plan assets (EOY)
$127.4M
Net assets (EOY)
$127.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 96 bps in Schedule C fees — 860% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOEN INCORPORATED.
Plan sponsor
Name
MOEN INCORPORATED
EIN
36-0548230
Address
25300 AL MOEN DRIVE · NORTH OLMSTED, OH · 440708022
Phone
(440) 962-2000
Industry
Wholesale Tradesee all
Plan administrator
Name
FORTUNE BRANDS INNOVATIONS, INC. EMPLOYEE BENEFITS COMMITTEE
EIN
61-1411546
City
DEERFIELD, IL
Phone
(847) 484-4400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $440K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $243K | — |
| AON INVESTMENTS, INC. | 36-3109431 | — | NONE | $238K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $176K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $61K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $38K | — |
| PRUDENTIAL BANK & TRUST COMPANY | 58-0513395 | — | NONE | $28K | — |
Investments
1 pooled fund· $127.4M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FORTUNE BRANDS INNOVATIONS MRT FORTUNE BRANDS INNOVATIONS, INC · EIN 45-3265619 / PN 001 | Master Trust | $127.4M | 100.0% |
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