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Original filing (PDF)20260106131039NAL0006975939001
MINER ENTERPRISES, INC
Form 5500
FILING_RECEIVED
MINER ENTERPRISES PENSION PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
311
Accounts w/ balance
450
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PLAN'S INTEREST IN MINER ENTERPRISES, INC. MASTER TRUST" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINER ENTERPRISES, INC.
Plan sponsor
Name
MINER ENTERPRISES, INC
EIN
36-2694314
Address
1200 EAST STATE STREET · GENEVA, IL · 60134
Phone
(630) 232-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-06
Pension benefit codes
2C · Money purchase (other than target benefit)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 39-4001764 | — | NONE | $27K | — |
| SANDS CAPITAL MANAGEMENT | 54-1578408 | — | NONE | $23K | — |
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | — | NONE | $14K | — |
| SIKICH LLP | 36-3168081 | — | NONE | $12K | — |
| DLA PIPER | 52-0616490 | — | NONE | $5K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
1 pooled fund· $46.4M(96% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MINER ENTERPRISES,INC. MASTER TRUST MINER ENTERPRISES,INC. · EIN 36-2694314 / PN 100 | Master Trust | — | — | $46.4M | 96.2% |
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