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Original filing (PDF)20251008121508NAL0013354594001
MENARD, INC.
Form 5500
FILING_RECEIVED
MENARD, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
53,467
Accounts w/ balance
6,156
Plan assets (EOY)
$283.1M
Net assets (EOY)
$282.0M
How this plan invests
This plan
26 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 22 bps in Schedule C fees — 119% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 12% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENARD, INC..
Plan sponsor
Name
MENARD, INC.
EIN
39-0989248
Address
5101 MENARD DRIVE · EAU CLAIRE, WI · 54703
Phone
(715) 876-2274
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $580K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $40K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
8 direct securities · 26 pooled funds· $332.9M(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.
Common Collective Trust
$244.7M
26 holdings
Uncategorized
$76.8M
7 holdings
Mutual Funds
$11.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective trust funds T Rowe Price Retirement 2035 TR-F | — | — | — | $41.2M | 14.5% | |
| GREAT GRAY TRUST T. ROWE PRICE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | $39.6M | $41.2M | 14.5% | |
| GREAT GRAY TRUST T. ROWE PRICE 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $30.2M | 10.7% | |
| GREAT GRAY TRUST T. ROWE PRICE 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $30.2M | 10.7% | |
| GREAT GRAY TRUST T. ROWE PRICE 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $29.4M | 10.4% | |
| GREAT GRAY TRUST T. ROWE PRICE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $22.2M | 7.8% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783757 / PN 930 | Common Collective Trust | — | — | $20.3M | 7.2% | |
| GREAT GRAY TRUST T. ROWE PRICE 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $12.3M | 4.3% | |
| Mid Cap Growth Fund II CL R1 | Mutual Funds | — | — | $11.4M | 4.0% | |
| GREAT GRAY TRUST T. ROWE PRICE 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $10.9M | 3.9% | |
| GREAT GRAY TRUST T. ROWE PRICE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $9.8M | 3.5% | |
| Oakmark Investor | — | — | — | $9.7M | 3.4% | |
| ONEAMERICA STABLE VALUE FUND CL Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $8.6M | 3.1% | |
| OneAmerica Stable Value Z OneAmerica Stable Value Z | — | — | $8.6M | $8.6M | 3.1% | |
| GREAT GRAY TRUST T. ROWE PRICE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $6.7M | 2.4% | |
| John Hancock Disciplined Value I | — | — | — | $6.2M | 2.2% | |
| GREAT GRAY TRUST T. ROWE PRICE 2020 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.9% | |
| MID CAP VALUE FUND FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783919 / PN 945 | Common Collective Trust | — | — | $4.9M | 1.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.7% | |
| Kayne Anderson Rudnick Small Cap Sustainable Growth CIT - Class 3213,138.623 Kayne Anderson Rudnick Small Cap Sust4,328,585.50 | — | — | $4.3M | $4.7M | 1.7% | |
| WILMINGTON TR FRANKLIN SMALL CAP V WILMINGTON TRUST, N.A. · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $4.2M | 1.5% | |
| BlackRock Total Return Portfolio A | — | — | — | $4.1M | 1.5% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $3.7M | 1.3% | |
| Allspring Emerging Markets Equity Fund institutional | — | — | — | $2.1M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |