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Original filing (PDF)20250911162820NAL0000661953001
MODERN LITHO, INC.
Form 5500
FILING_RECEIVED
MODERN LITHO, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
296
Accounts w/ balance
330
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN LITHO, INC..
Plan sponsor
Name
MODERN LITHO, INC.
EIN
43-1872361
Address
6009 STERTZER ROAD · JEFFERSON CITY, MO · 65101
Phone
(573) 635-6119
Industry
Manufacturingsee 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILLIAMS-KEEPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $40K | — |
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $25K | — |
| SEAVER & FORCK | — | JEFFERSON CITY, MO | NONE | $12K | — |
Investments
28 direct securities· $29.5M(100% of reported assets)
Uncategorized
$23.1M
26 holdings
Insurance Contracts
$3.6M
1 holding
Mutual Funds
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM Total Return Bond Fund | — | — | — | $6.7M | 22.8% | |
| Vanguard 500 Index Fund | — | — | — | $4.3M | 14.6% | |
| * Standard Insurance Co. Stable Asset Fund | Insurance Contracts | — | — | $3.6M | 12.3% | |
| MFS International Growth Fund | — | — | — | $3.6M | 12.2% | |
| Alliance Bernstein Large Cap Growth Advisor Fund | Mutual Funds | — | — | $2.7M | 9.3% | |
| JPMorgan Equity Income Fund | — | — | — | $2.6M | 8.9% | |
| Fidelity Advisor Small Cap Fund | — | — | — | $1.3M | 4.5% | |
| Allspring Advantage Special Mid Cap Value Fund | — | — | — | $904K | 3.1% | |
| Janus Henderson Enterprise Fund | — | — | — | $816K | 2.8% | |
| American Funds American Balanced Fund | — | — | — | $643K | 2.2% | |
| JPMorgan U.S. Equity Fund | — | — | — | $423K | 1.4% | |
| American Funds New Perspective Fund | — | — | — | $375K | 1.3% | |
| Columbia Mid Cap Index Fund | — | — | — | $239K | 0.8% | |
| Columbia Global Technology Growth Fund | — | — | — | $169K | 0.6% | |
| Allspring Special Small Cap Value Fund | — | — | — | $153K | 0.5% | |
| Participant loans * Participant loans Interest rates of 3.25% to 8.5% | — | — | — | $149K | 0.5% | |
| PGIM High-Yield Fund | — | — | — | $139K | 0.5% | |
| PIMCO Real Return Fund | — | — | — | $119K | 0.4% | |
| BlackRock Emerging Markets Fund | — | — | — | $76K | 0.3% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $52K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $51K | 0.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $46K | 0.2% | |
| American Century Mid Cap Value Fund | — | — | — | $42K | 0.1% | |
| Columbia Strategic Income Fund | — | — | — | $36K | 0.1% | |
| MFS Research International Fund | — | — | — | $34K | 0.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $32K | 0.1% | |
| Vanguard Developed Markets Index Fund | — | — | — | $32K | 0.1% | |
| Vanguard Intermediate Term Treasury Index Fund | — | — | — | $3K | <0.1% |
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