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Original filing (PDF)20251008131304NAL0005893345001
THE MONARCH CEMENT COMPANY
Form 5500
FILING_RECEIVED
READY-MIXED CONCRETE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
220
Accounts w/ balance
265
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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 (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MONARCH CEMENT COMPANY.
Plan sponsor
Name
THE MONARCH CEMENT COMPANY
EIN
48-0340590
Address
P.O. BOX 1000 · HUMBOLDT, KS · 667481000
Phone
(620) 473-2222
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $8K | — |
Investments
20 direct securities · 1 pooled fund· $12.7M(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
$8.6M
19 holdings
Common Collective Trust
$3.8M
1 holding
Mutual Funds
$262K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANAGED ALLOC PORTFOLIO POOL TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $3.8M | 42.3% | |
| BOKF, N.A. BOK Financial Retirement 2030 - 47,618.904 shares | — | — | $48K | $1.7M | 18.6% | |
| Vanguard M/C Indx-Adm - 3,343.985 shares | — | — | $3K | $1.1M | 12.3% | |
| T. Rowe Price T Rowe Grwth Stk-I - 9,709.025 shares | — | — | $10K | $1.0M | 11.5% | |
| Fidelity 500 Indx-Inst Prem - 4,261.025 shares | — | — | $4K | $870K | 9.8% | |
| BOKF, N.A. BOK Financial Retirement 2040 - 21,695.219 shares | — | — | $22K | $865K | 9.7% | |
| Money Market Mutual Funds * Cavanal Hill Funds Cavanal Hill Govt Sec Mmkt-Sel | — | — | — | $745K | 8.4% | |
| BOKF, N.A. BOK Financial Retirement 2020 - 15,820.182 shares | — | — | $16K | $475K | 5.3% | |
| BOKF, N.A. BOK Financial Retirement 2050 - 8,470.487 shares | — | — | $8K | $367K | 4.1% | |
| Vanguard S/C Grwth Indx-Adm - 3,505.605 shares | — | — | $4K | $345K | 3.9% | |
| dates through December 2029 | — | — | — | $330K | 3.7% | |
| American Beacon Amer Beacon S/C Val-R6 - 10,631.656 shares | Mutual Funds | — | $11K | $262K | 2.9% | |
| BOKF, N.A. BOK Financial Retirement 2060 - 4,817.690 shares | — | — | $5K | $204K | 2.3% | |
| MFS Val-R6 - 3,920.984 shares | — | — | $4K | $190K | 2.1% | |
| BOKF, N.A. BOK Financial Retirement 2070 - 11,447.072 shares | — | — | $11K | $174K | 2.0% | |
| Metropolitan West Met West Tot Ret Bd-P - 20,635.781 shares | — | — | $21K | $172K | 1.9% | |
| Vanguard S/T Bd Indx-Adm - 3845.607 shares | — | — | $4K | $39K | 0.4% | |
| American Funds Amer EuroPacific Grwth-R6 - 549.578 shares | — | — | — | $30K | 0.3% | |
| Collective Trust Funds * BOKF, N.A. BOK Financial Retirement Conservative - 1,130.539 shares | — | — | $1K | $27K | 0.3% | |
| American Beacon Amer Beacon Intl Eq-R6 - 1,328.503 shares | — | — | $1K | $20K | 0.2% | |
| Vanguard Infl Prot Sec-Adm - 301.207 shares | — | — | — | $7K | <0.1% |
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