How big is Meyer Manufacturing Corporation's plan?

Meyer Manufacturing Corporation's plan reported $21.8M in assets and 140 participants for 2024.

Original filing (PDF)20250926111736NAL0003977923001

Meyer Manufacturing Corporation

Name: Meyer Manufacturing Corporation — Meyer Manufacturin, Form 5500 (2024)
Creator: Meyer Manufacturing Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Meyer Manufacturing Corporation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Meyer Manufacturing Corporation's Meyer Manufacturing Corporation 401(k) Profit Sharing Plan & Trust held $21.8M in plan assets for 140 participants in 2024, with Wipfli, LLP as recordkeeper.

Active participants

140

Accounts w/ balance

174

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Mark Underwood signed Meyer Manufacturing Corporation's 2024 Form 5500 as plan administrator.

Mark Underwood — 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

Meyer Manufacturing Corporation's EIN is 39-1025530.

EIN 39-1025530

Plan number 001

Plan year 2024

ACK ID 20250926111736NAL0003977923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meyer Manufacturing Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEYER MANUFACTURING CORPORATION.

Finding similar companies…

How this plan invests

This plan

26 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MEYER MANUFACTURING CORPORATION

EIN

all filings

Address

674 W. BUS CTY RD A · DORCHESTER, WI · 54425

Phone

(715) 654-5132

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI, LLP	39-0758449	—	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING HOLDCO, LLC	84-4519624	—	INVESTMENT ADVISOR	$52K	—

Investments

26 direct securities· $21.0M(96% of reported assets)

Common Collective Trusts

$12.0M

8 holdings

Mutual Funds

$4.5M

13 holdings

Other securities

$3.8M

4 holdings

Cash / Money Market

$749K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$3.9M	17.7%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$2.0M	9.4%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.8M	8.1%
Dodge & Cox Income Fund Class X Mutual Fund N/A	Mutual Funds	—	—	$1.5M	6.8%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.4M	6.6%
Avantis U.S. Equity Institutional Class Mutual Fund N/A	Other securities	—	—	$1.1M	5.1%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	5.0%
Avantis Emerging Markets Equity Fund Institutional Mutual Fund N/A	Other securities	—	—	$1.0M	4.8%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.0M	4.7%
DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund N/A	Mutual Funds	—	—	$971K	4.5%
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund N/A	Other securities	—	—	$933K	4.3%
DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$829K	3.8%
Mid-Atlantic Deposit Management Program Money Market Fund N/A	Cash / Money Market	—	—	$749K	3.4%
Avantis International Small Cap Value Fund Institutional Mutual Fund N/A	Other securities	—	—	$744K	3.4%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$741K	3.4%
DFA Inflation-Protected Securities Portolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$458K	2.1%
Vanguard Target Retirement 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$249K	1.1%
Vanguard Target Retirement 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$127K	0.6%
Vanguard Target Retirement 2065 Fund Mutual Fund N/A	Mutual Funds	—	—	$113K	0.5%
Vanguard Target Retirement 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$109K	0.5%
Vanguard Target Retirement 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$62K	0.3%
Vanguard Target Retirement 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$31K	0.1%
Vanguard Target Retirement 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$27K	0.1%
Fidelity Large Cap Growth Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$15K	<0.1%
Vanguard Target Retirement 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$14K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund N/A	Mutual Funds	—	—	$1K	<0.1%