Original filing (PDF)20250710064225NAL0008786784001

MENOMINEE TRIBAL ENTERPRISES

Name: MENOMINEE TRIBAL ENTERPRISES — MENOMINEE TRIBAL RETIREMENT AND 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: MENOMINEE TRIBAL ENTERPRISES

Form 5500

FILING_RECEIVED

MENOMINEE TRIBAL RETIREMENT AND 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bond37% in single holding

Active participants

130

Accounts w/ balance

123

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

How this plan invests

This plan

13 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

Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENOMINEE TRIBAL ENTERPRISES.

Plan sponsor

Name

MENOMINEE TRIBAL ENTERPRISES

EIN

39-1218441

Address

HWY 47 NORTH N3522, BIA RTE 427 · NEOPIT, WI · 54150

Phone

(715) 756-3353

Industry

Manufacturingsee all

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

2025-07-10

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)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$10K	—

Investments

13 direct securities· $4.3M(100% of reported assets)

					% of plan
FID FREE INDX 2030 IP	Registered Investment Companies	—	—	$1.6M	37.0%
FID FREE INDX 2040 IP	Registered Investment Companies	—	—	$629K	14.5%
FID FREE INDX 2035 IP	Registered Investment Companies	—	—	$411K	9.5%
FID FREE INDX 2050 IP	Registered Investment Companies	—	—	$369K	8.5%
FID FREE INDX 2055 IP	Registered Investment Companies	—	—	$333K	7.7%
FID FREEDOM IND2010 INSTL PREM	Registered Investment Companies	—	—	$274K	6.3%
FID FREE INDX 2025 IP	Registered Investment Companies	—	—	$253K	5.8%
FID 500 IND 469 REGISTERED INVESTMENT COMPANY FID FREE INDX 2060 IP	Registered Investment Companies	—	—	$243K	5.6%
FID FREE INDX 2045 IP	Registered Investment Companies	—	—	$87K	2.0%
VANGUARD MID CAP VALUE IND ADM 471 REGISTERED INVESTMENT COMPANY FID FREE INDX 2020 IP	Registered Investment Companies	—	—	$56K	1.3%
T ROWE PRICE BLUE CHIP GR I 620 REGISTERED INVESTMENT COMPANY FID GOV MM K6	Registered Investment Companies	—	—	$43K	1.0%
FID FREE INDEX 2065 IP	Registered Investment Companies	—	—	$26K	0.6%
VANG EQUITY INC ADM 553 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 IP	Registered Investment Companies	—	—	$1K	<0.1%