How big is Menzner Hardwoods Co.'s plan?

Menzner Hardwoods Co.'s plan reported $17.3M in assets and 452 participants for 2024.

Original filing (PDF)20251005211843NAL0002869457001

Menzner Hardwoods Co.

Name: Menzner Hardwoods Co. — Menzner Hardwoods Co. 401(k), Form 5500 (2024)
Creator: Menzner Hardwoods Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Menzner Hardwoods Co. 401(k) Profit Sharing Plan

401(k) retirement plan · Menzner Hardwoods Co.'s Menzner Hardwoods Co. 401(k) Profit Sharing Plan held $17.3M in plan assets for 452 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

452

Accounts w/ balance

382

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Patrick Johnson signed Menzner Hardwoods Co.'s 2024 Form 5500 as plan administrator.

Patrick Johnson — 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

Menzner Hardwoods Co.'s EIN is 39-0465330.

EIN 39-0465330

Plan number 002

Plan year 2024

ACK ID 20251005211843NAL0002869457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

MENZNER HARDWOODS CO.

EIN

all filings

Address

105 MAIN STREET · MARATHON, WI · 54448

Phone

(715) 443-2354

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-10-05

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Investments

30 direct securities· $17.3M(100% of reported assets)

Mutual Funds

$14.2M

18 holdings

U.S. Treasuries

$1.1M

1 holding

Common Collective Trusts

$1.0M

5 holdings

Other securities

$987K

6 holdings

					% of plan
MFS Lifetime 2030 Fund R6	Mutual Funds	—	—	$3.9M	22.7%
MFS Lifetime 2035 Fund R6	Mutual Funds	—	—	$2.1M	12.4%
MFS Lifetime 2040 Fund R6	Mutual Funds	—	—	$1.6M	9.4%
MFS Lifetime 2045 Fund R6	Mutual Funds	—	—	$1.3M	7.7%
Janus Henderson Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$1.3M	7.6%
Fidelity Short-Term Treasury Bond Index Fund	U.S. Treasuries	—	—	$1.1M	6.2%
MFS Lifetime 2025 Fund R6	Mutual Funds	—	—	$882K	5.1%
MFS Lifetime 2050 Fund R6	Mutual Funds	—	—	$751K	4.4%
Neuberger Berman Neuberger Berman Large Cap Valye Fund Class I	Other securities	—	—	$598K	3.5%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$491K	2.8%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$365K	2.1%
MFS Lifetime 2060 Fund R6	Mutual Funds	—	—	$300K	1.7%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$267K	1.5%
MFS Lifetime 2055 Fund R6	Mutual Funds	—	—	$254K	1.5%
Similar Party Description of Investment Cost ** Value AB Large Cap Growth Fund Class Z	Other securities	—	—	$250K	1.5%
MFS Lifetime Income Fund R6	Mutual Funds	—	—	$248K	1.4%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$245K	1.4%
Invesco EQV INTLSMXO R6 166 Invesco Small Cap Value Fund Class R6	Mutual Funds	—	—	$241K	1.4%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$163K	0.9%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$133K	0.8%
American Funds American Funds New World R6	Mutual Funds	—	—	$126K	0.7%
PIMCO High Yield Spectrum Instl Fund	Mutual Funds	—	—	$110K	0.6%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$107K	0.6%
DFA Global Equity Portfolio Institutional Class	Mutual Funds	—	—	$105K	0.6%
Hood River Hood River Small-Cap Growth Fund Class Institutional	Other securities	—	—	$88K	0.5%
MFS Lifetime 2065 Fund R6	Mutual Funds	—	—	$65K	0.4%
Allspring Special Small Cap Value Fund	Other securities	—	—	$29K	0.2%
Hartford The Hartford Balanced Income Fund Class R6	Other securities	—	—	$17K	<0.1%
Putnam International Value Fund Class R6	Mutual Funds	—	—	$13K	<0.1%
Victory Core Plus Intermediate Bond R6 Fund	Other securities	—	—	$5K	<0.1%