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Original filing (PDF)20251010150849NAL0004356723001
MODINE MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
MODINE MANUFACTURING COMPANY 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
13% employer stockNo recordkeeper disclosed
Active participants
3,352
Accounts w/ balance
4,564
Plan assets (EOY)
$407.5M
Net assets (EOY)
$407.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
88
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 13% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODINE MANUFACTURING COMPANY.
Plan sponsor
Name
MODINE MANUFACTURING COMPANY
EIN
39-0482000
Address
1500 DEKOVEN AVENUE · RACINE, WI · 53403
Phone
(262) 636-1200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
024
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | TRUSTEE | $233K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 39-5027034 | — | NONE | $52K | — |
| VON BRIESEN & ROPER | 39-1576289 | — | NONE | $47K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $27K | — |
Investments
12 direct securities · 14 pooled funds· $407.5M(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.
Uncategorized
$231.5M
12 holdings
Common Collective Trust
$176.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Series VIII Fidelity Advisor 500 Index Fund | — | — | — | $76.6M | 18.8% | |
| DFA US Large Cap Equity | — | — | — | $39.5M | 9.7% | |
| Modine Manufacturing Company Common Stock | — | — | — | $37.1M | 9.1% | |
| GALLIARD STABLE RETURN FUND PN GALLIARD CAPITAL MANAGEMENT · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $27.5M | 6.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE TRUST COMPANY · EIN 30-7192509 / PN 001 | Common Collective Trust | — | — | $23.6M | 5.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE TRUST COMPANY · EIN 30-6658473 / PN 001 | Common Collective Trust | — | — | $23.3M | 5.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE TRUST COMPANY · EIN 30-6658226 / PN 001 | Common Collective Trust | — | — | $22.7M | 5.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE TRUST COMPANY · EIN 30-2611309 / PN 001 | Common Collective Trust | — | — | $16.1M | 4.0% | |
| FMI Common Stock Fund | — | — | — | $14.2M | 3.5% | |
| Fidelity Advisor Series VIII Fidelity Advisor Div Intl Fund | — | — | — | $14.1M | 3.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-7192720 / PN 001 | Common Collective Trust | — | — | $13.9M | 3.4% | |
| Fidelity Advisor Series VIII Fidelity Advisor Mid Cap Index Fund | — | — | — | $11.2M | 2.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $10.7M | 2.6% | |
| Virtus Investment Advisers, Inc. Virtus KAR Mid Cap Core R6 Fund | — | — | — | $9.8M | 2.4% | |
| Baird Aggregate Bond Fund | — | — | — | $9.2M | 2.3% | |
| Fidelity Advisor Series VIII Fidelity Advisor Small Cap Index Fund | — | — | — | $7.7M | 1.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE TRUST COMPANY · EIN 30-7193113 / PN 001 | Common Collective Trust | — | — | $6.1M | 1.5% | |
| Fidelity Advisor Series VIII Fidelity Advisor US Bond Index | — | — | — | $4.8M | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 10.50% - | — | — | — | $3.8M | 0.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.8% | |
| Fidelity Advisor Series VIII Fidelity Advisor Intl Index Fund | — | — | — | $3.4M | 0.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2010 T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $776K | 0.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $470K | 0.1% |