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Original filing (PDF)20251014050727NAL0004656226001
MONROE ENGINEERING, LLC
Form 5500
FILING_RECEIVED
MONROE ENGINEERING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
735
Accounts w/ balance
380
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONROE ENGINEERING, LLC.
Plan sponsor
Name
MONROE ENGINEERING, LLC
EIN
45-2068187
Address
2990 TECHNOLOGY DRIVE · ROCHESTER HILLS, MI · 48309
Phone
(800) 440-3967
Industry
Wholesale Tradesee 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
2025-10-14
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)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
Investments
22 direct securities· $16.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 15.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 9.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 8.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.2M | 7.6% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $1.1M | 6.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 6.7% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $917K | 5.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $783K | 4.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $713K | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $682K | 4.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $649K | 4.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $578K | 3.5% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $463K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $455K | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $409K | 2.5% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $397K | 2.4% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $377K | 2.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $216K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $181K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $169K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $144K | 0.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $53K | 0.3% |
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