TINA Sampson signed Menard, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Menard, Inc.'s EIN is 39-0989248.
Download the official 2024 Form 5500 (PDF) for Menard, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Menard, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $580K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $40K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective trust funds T Rowe Price Retirement 2035 TR-F | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Stable Value | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
