Back to filter
Original filing (PDF)20251015084508NAL0008385858001
MONOLITH MATERIALS, INC.
Form 5500
FILING_RECEIVED
MONOLITH MATERIALS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
335
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONOLITH MATERIALS, INC..
Plan sponsor
Name
MONOLITH MATERIALS, INC.
EIN
46-0580927
Address
600 P STREET, SUITE 310 · LINCOLN, NE · 68508
Phone
(402) 413-5763
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRANKEL LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | INVESTMENT ADVISORY | $4K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $495 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | BOSTON, MA | THIRD PARTY ADMINI | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INVESTMENT ADVISORS, INC. | 20-1113894 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $37.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.9M
25 holdings
Pooled Separate Account
$18.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.7M | 99.2% | |
| VRIAC BlackRock LifePath Index 2055 Fd K SA | — | — | — | $2.9M | 15.2% | |
| VRIAC BlackRock LifePath Index 2050 Fd K SA | — | — | — | $2.3M | 11.9% | |
| VRIAC Fidelity 500 Index Fund Seperate Account (SA) | — | — | — | $2.0M | 10.6% | |
| VRIAC BlackRock LifePath Index 2040 Fd K SA | — | — | — | $1.5M | 7.9% | |
| VRIAC BlackRock LifePath Index 2060 Fd K SA | — | — | — | $1.4M | 7.5% | |
| VRIAC Vanguard Growth Index Fd Adm SA | — | — | — | $1.4M | 7.2% | |
| VRIAC BlackRock LifePath Index 2045 Fd K SA | — | — | — | $1.3M | 7.0% | |
| VRIAC BlackRock LifePath Index 2030 Fd K SA | — | — | — | $1.3M | 6.9% | |
| VRIAC Vanguard Value Index Fd Adm SA | — | — | — | $758K | 4.0% | |
| VRIAC Vanguard Total International Stock Index Fd Adm SA | — | — | — | $705K | 3.7% | |
| VRIAC BlackRock LifePath Index 2035 Fd K SA | — | — | — | $451K | 2.4% | |
| VRIAC Weitz Short Duration Income Fd Inst SA | — | — | — | $399K | 2.1% | |
| VRIAC BlackRock LifePath Index Ret Fd K SA | — | — | — | $342K | 1.8% | |
| VRIAC Vanguard Mid-Cap Index Fd Adm SA | — | — | — | $330K | 1.7% | |
| VRIAC Vanguard Small-Cap Index Fd Adm SA | — | — | — | $317K | 1.7% | |
| VRIAC Vanguard Emerging Markets Stock Index Fd Adm SA | — | — | — | $267K | 1.4% | |
| VRIAC BlackRock LifePath Index 2065 Fd K SA | — | — | — | $201K | 1.1% | |
| VRIAC Vanguard Mid-Cap Value Index Fd Adm SA | — | — | — | $184K | 1.0% | |
| VRIAC Vanguard Mid-Cap Growth Index Fd Adm SA | — | — | — | $177K | 0.9% | |
| VRIAC Vanguard Intermediate-Term Bond Index Fd Adm SA | — | — | — | $170K | 0.9% | |
| VRIAC Voya Fixed Income Account | — | — | — | $150K | 0.8% | |
| VRIAC Vanguard Small-Cap Growth Index Fd Adm SA | — | — | — | $142K | 0.8% | |
| VRIAC Vanguard Small-Cap Value Index Fd Adm SA | — | — | — | $141K | 0.7% | |
| VRIAC Vanguard High-Yield Corporate Fd Adm SA | — | — | — | $128K | 0.7% | |
| VRIAC Voya Government Money Market Fd A SA | — | — | — | $3K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT ADVISORS
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
MOTOROLA SOLUTIONS, INC.
MOTOROLA SOLUTIONS 401(K) PLAN
$6.5B · 10,200 participants
THOMSON REUTERS HOLDINGS INC.
THOMSON REUTERS 401(K) SAVINGS PLAN
$4.5B · 8,130 participants
MASTERCARD INTERNATIONAL INCORPORATED
MASTERCARD SAVINGS PLAN
$3.9B · 11,144 participants
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
FLUOR CORPORATION
FLUOR CORPORATION EMPLOYEES SAVINGS INVESTMENT PLAN
$3.5B · 8,127 participants
Similar-size Manufacturing plans
PERSTORP HOLDING (U.S.) INC.
THE PERSTORP 401(K) RETIREMENT PLAN
$18.8M · 131 participants
DOVER CHEMICAL CORPORATION
DOVER CHEMICAL CORP.PENSION PLAN FOR EES REPRESENTED BY TEAMSTERS LOCAL 92
$19.0M · 27 participants
WMG SERVICES, LLC
WORLD ENERGY 401(K) PLAN
$19.1M · 104 participants
BIRLA CARBON USA
PENSION PLAN FOR BIRLA CARBON USA
$18.5M · 51 participants
GFS CHEMICALS, INC.
GFS CHEMICALS, INC. PROFIT SHARING AND 401(K) RETIREMENT PLANS
$18.3M · 146 participants
MODERN DISPERSIONS
MODERN DISPERSIONS, INC. 401(K) PLAN
$18.3M · 223 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants