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Original filing (PDF)20251013145725NAL0002255632001
MENASHA CORPORATION
Form 5500
FILING_RECEIVED
MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
5,756
Accounts w/ balance
6,688
Plan assets (EOY)
$692.6M
Net assets (EOY)
$692.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENASHA CORPORATION.
Plan sponsor
Name
MENASHA CORPORATION
EIN
39-1367484
Address
1645 BERGSTROM RD · NEENAH, WI · 54956
Phone
(920) 751-1000
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $264K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $76K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | CONTRACT ADMIN | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE COMPANY OF | 22-1211670 | — | NONE | $69K | — |
Investments
11 direct securities · 4 pooled funds· $692.6M(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
$508.8M
11 holdings
Common Collective Trust
$119.6M
1 holding
Pooled Separate Account
$64.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRUDENTIAL STABLE VALUE FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $119.6M | 17.3% | |
| Vanguard Institutional Index | — | — | — | $98.5M | 14.2% | |
| Harbor Capital Appreciation | — | — | — | $86.2M | 12.4% | |
| American Europacific Growth | — | — | — | $66.1M | 9.6% | |
| MFS Value | — | — | — | $55.0M | 7.9% | |
| Ishares MSCI Total International Index | — | — | — | $49.5M | 7.1% | |
| Vanguard Total Return Bond Market Index | — | — | — | $37.2M | 5.4% | |
| Vanguard Extended Market Index Admiral | — | — | — | $35.9M | 5.2% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $30.1M | 4.4% | |
| Blackrock Mid-Cap Growth Equity | — | — | — | $25.4M | 3.7% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $24.8M | 3.6% | |
| Principal Smallcap Growth | — | — | — | $23.5M | 3.4% | |
| Victory Sycamore Small Company Opportunities | — | — | — | $20.5M | 3.0% | |
| Participant loans (4.25% - 9.50%) | — | — | — | $10.9M | 1.6% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $9.4M | 1.4% |