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Original filing (PDF)20251008101449NAL0005385105001
MINIAT HOLDINGS LLC
Form 5500
FILING_RECEIVED
MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
187
Accounts w/ balance
228
Plan assets (EOY)
$47.5M
Net assets (EOY)
$47.5M
How this plan invests
This plan
34 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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINIAT HOLDINGS LLC.
Plan sponsor
Name
MINIAT HOLDINGS LLC
EIN
46-3958921
Address
16250 S. VINCENNES AVE. · SOUTH HOLLAND, IL · 60473
Phone
(708) 589-2400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | INVESTMENT ADVISOR | $38K | — |
Investments
34 direct securities· $47.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $11.6M | 24.4% | |
| Vanguard Growth Index Fund | — | — | — | $5.8M | 12.1% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $5.2M | 11.0% | |
| Vanguard Strategic Equity Fund | — | — | — | $3.3M | 7.0% | |
| Vanguard Windsor II Fund | — | — | — | $3.3M | 6.9% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $2.2M | 4.7% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $1.9M | 4.0% | |
| Vanguard Large-Cap Index Fund | — | — | — | $1.8M | 3.7% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $1.5M | 3.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.5M | 3.1% | |
| Columbia Small-Cap Growth Fund | — | — | — | $1.2M | 2.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $1.1M | 2.4% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $825K | 1.7% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $811K | 1.7% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $652K | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $562K | 1.2% | |
| Fidelity Mid-Cap Stock Fund | — | — | — | $529K | 1.1% | |
| Vanguard International Growth Fund | — | — | — | $509K | 1.1% | |
| Fidelity Freedom Index Income Fund | — | — | — | $481K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $464K | 1.0% | |
| Participants Notes receivable from participants (interest rates ranging from 3.25 to 8.50 | — | — | — | $437K | 0.9% | |
| Vanguard Small-Cap Index Fund | — | — | — | $424K | 0.9% | |
| Vanguard International Value Fund | — | — | — | $341K | 0.7% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $296K | 0.6% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $269K | 0.6% | |
| Columbia Mid-Cap Value Fund | — | — | — | $191K | 0.4% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $155K | 0.3% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $111K | 0.2% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $28K | <0.1% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $27K | <0.1% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $5K | <0.1% |