How big is Modineer Co.'s plan?

Modineer Co.'s plan reported $33.9M in assets and 1,056 participants for 2024.

Original filing (PDF)20260119110123NAL0000825027001

Modineer Co.

Name: Modineer Co. — Modineer Co. Profit Sharing Savings, Form 5500 (2024)
Creator: Modineer Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Modineer Co. Profit Sharing Savings Plan

401(k) retirement plan · Modineer Co.'s Modineer Co. Profit Sharing Savings Plan held $33.9M in plan assets for 1,056 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 2

Late filing · 2.1 mo63% employer stock

Active participants

1,056

Accounts w/ balance

1,186

Plan assets (EOY)

$33.9M

Net assets (EOY)

$33.9M

People on this filing

Sabrina Pesce signed Modineer Co.'s 2024 Form 5500 as plan administrator.

Sabrina Pesce — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Modineer Co.'s EIN is 38-1511457.

EIN 38-1511457

Plan number 001

Plan year 2024

ACK ID 20260119110123NAL0000825027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modineer Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Modineer Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.

Plan sponsor

Name

MODINEER CO.

EIN

all filings

Address

2190 INDUSTRIAL DRIVE · NILES, MI · 491201233

Phone

(296) 683-2550

Industry

Manufacturing

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

2026-01-19

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$157K	—

Investments

48 direct securities· $35.0M(100% of reported assets)

Common Stocks

$22.2M

13 holdings

Mutual Funds

$7.1M

18 holdings

Common Collective Trusts

$3.3M

8 holdings

Other securities

$1.4M

8 holdings

Bonds / Notes

$882K

1 holding

					% of plan
Blackrock Inc Blackrock Lifepath INDX 2030 K N/A	Common Stocks	—	—	$3.3M	9.8%
Blackrock Inc Blackrock Lifepath INDX RET K N/A	Common Stocks	—	—	$3.1M	9.1%
Blackrock Inc Blackrock Lifepath INDX 2035 K N/A	Common Stocks	—	—	$2.6M	7.7%
Blackrock Inc Blackrock Liquidity T Fund Premier N/A	Common Stocks	—	—	$2.4M	7.1%
Blackrock Inc Blackrock Lifepath INDX 2060 K N/A	Common Stocks	—	—	$2.4M	7.1%
Blackrock Inc Ishares S&P 500 Index FD CL K N/A	Common Collective Trusts	—	—	$2.2M	6.6%
Blackrock Inc Blackrock Lifepath INDX 2040 K N/A	Common Stocks	—	—	$2.2M	6.5%
Blackrock Inc Blackrock Lifepath INDX 2045 K N/A	Common Stocks	—	—	$2.1M	6.2%
Blackrock Inc Blackrock Lifepath INDX 2055 K N/A	Common Stocks	—	—	$1.8M	5.4%
Vanguard Group Inc Vanguard Total Stock MRT ADM N/A	Mutual Funds	—	—	$1.6M	4.7%
Blackrock Inc Blackrock Lifepath INDX 2050 K N/A	Common Stocks	—	—	$1.6M	4.7%
American Funds American New Perspective N/A	Mutual Funds	—	—	$1.3M	3.7%
T Rowe Price Associates Inc T Rowe Price Blue Chip GRTH I N/A	Mutual Funds	—	—	$1.1M	3.4%
American Funds American Mutual Fund CL R6 N/A	Mutual Funds	—	—	$907K	2.7%
Participant Loans Interest rates of 4.25% to 9.50%, maturities through December 2049	Bonds / Notes	—	—	$882K	2.6%
PROGRAM LOAN FUND LOANS	Other securities	—	$798K	$798K	2.4%
PIMCO Total Return Port. INSTL N/A	Mutual Funds	—	—	$559K	1.6%
Blackrock Inc Ishares Russell Mid-Cap IDX K N/A	Common Collective Trusts	—	—	$485K	1.4%
American Funds American EuroPacific IFIC Growth R6 N/A	Mutual Funds	—	—	$421K	1.2%
Blackrock Inc Ishares Russell 2000 SML—CP K N/A	Common Collective Trusts	—	—	$334K	1.0%
PIMCO RET PORT INSTL—GM N/A	Mutual Funds	—	—	$331K	1.0%
Pear Tree Advisors Inc Pear Tree Polaris Foreign R6 N/A	Common Stocks	—	—	$312K	0.9%
MFS Investment Management MFS MID CAP Growth FD R6 N/A	Mutual Funds	—	—	$260K	0.8%
Blackrock Inc Blackrock Lifepath INDX 2065 K N/A	Common Stocks	—	—	$241K	0.7%
JPMorgan Funds JP Morgan Undisc Mgrs CL R6 N/A	Other securities	—	—	$226K	0.7%
Janus Capital Management LLC Janus Henderson Triton Fund N N/A	Mutual Funds	—	—	$185K	0.5%
Ariel Investments LLC Ariel Fund CL INSTL N/A	Other securities	—	—	$182K	0.5%
ACCRUED INCOME ACCRUED INCOME 250 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT	Other securities	—	$96K	$96K	0.3%
American Funds American Mutual Fund CL R6 GM N/A	Mutual Funds	—	—	$86K	0.3%
Blackrock Inc Ishares S&P 500 Index FD CL K GM N/A	Common Collective Trusts	—	—	$85K	0.3%
Pear Tree Advisors Inc Pear Tree Polaris FRGN R6 GM N/A	Common Stocks	—	—	$80K	0.2%
American Funds American EuroPacific R6 GM N/A	Mutual Funds	—	—	$79K	0.2%
Blackrock Inc Ishares MSCI EAFE INTRNL IDX K N/A	Common Collective Trusts	—	—	$77K	0.2%
T Rowe Price Associates Inc T Rowe Price Blue Chip GR I GM N/A	Mutual Funds	—	—	$76K	0.2%
American Funds American New World Fund N/A	Mutual Funds	—	—	$70K	0.2%
Blackrock Inc Ishares MSCI EAFE INTRNL IDX K N/A	Common Collective Trusts	—	—	$69K	0.2%
PIMCO Income Fund INSTL CL N/A	Mutual Funds	—	—	$67K	0.2%
Prudential Investments LLC PGIM High Yield Fund R6 N/A	Other securities	—	—	$49K	0.1%
Ariel Investments LLC Ariel Fund CL INSTL GM N/A	Other securities	—	—	$43K	0.1%
American Funds American Balanced Fund CL R6 N/A	Mutual Funds	—	—	$42K	0.1%
Blackrock Inc Ishares Russell Mid-Cap IDX GM N/A	Common Collective Trusts	—	—	$41K	0.1%
MFS Investment Management MFS Mid Cap Growth FD R6 GM N/A	Mutual Funds	—	—	$33K	<0.1%
JPMorgan Funds JP Morgan Undisc Mgrs CL R6 GM N/A	Other securities	—	—	$23K	<0.1%
Blackrock Inc Ishares Russell 2000 SML—CP GM N/A	Common Collective Trusts	—	—	$22K	<0.1%
Blackrock Inc Blackrock Liquidity T Instl GM N/A	Common Stocks	—	$20K	$20K	<0.1%
Janus Capital Management LLC Janus Henderson Triton Fund N GM N/A	Mutual Funds	—	$14K	$14K	<0.1%
Vanguard Group Inc Vanguard Short-Term INFL ADM N/A	Mutual Funds	—	—	$11K	<0.1%
PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS	Other securities	—	$1K	$1K	<0.1%