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Original filing (PDF)20251015060732NAL0007948818001

MOLLERTECH, LLC

Form 5500
FILING_RECEIVED
MOLLERTECH, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~118 bps in Sched C fees
Active participants
440
Accounts w/ balance
240
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
  • 118 bps in Schedule C fees — 127% above peer band of 52 bps.
  • 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLLERTECH, LLC.
Plan sponsor
Name
MOLLERTECH, LLC
EIN
52-2119622
Address
51280 REGENCY CENTER DRIVE · MACOMB, MI · 48315
Phone
(586) 566-3669
Industry
Manufacturingsee 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
2025-10-15
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
JASON F. CLAUSEN P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$48K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
RESOURCES INVESTMENT ADVISORS, INC.43-1451524CONSULTANT$30K

Investments

21 direct securities · 4 pooled funds· $6.2M(95% 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.

Registered Investment Companies
$5.9M
21 holdings
Common Collective Trust
$366K
4 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VAN TARGET RETIRE 2040
Registered Investment Companies
$1.3M20.1%
VAN TARGET RETIRE 2035
Registered Investment Companies
$1.1M17.3%
VAN TARGET RETIRE 2025
Registered Investment Companies
$762K11.6%
VAN TARGET RETIRE 2030
Registered Investment Companies
$709K10.8%
VAN TARGET RETIRE 2045
Registered Investment Companies
$518K7.9%
VAN TARG RETIRE 2060
Registered Investment Companies
$332K5.0%
VAN TARGET RETIRE 2055
Registered Investment Companies
$276K4.2%
VAN TARGET RETIRE 2050
Registered Investment Companies
$272K4.1%
LARGE CAP GR II - R1
WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626
Common Collective Trust
$174K2.6%
VAN TARGET RETIRE 2020
Registered Investment Companies
$143K2.2%
ALS SPECIAL SMALL CAP VALUE R6
Registered Investment Companies
$128K1.9%
MFS MID CAP GRTH 2W
WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597
Common Collective Trust
$88K1.3%
METLIFE REL ST VAL 25053 - 0
RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001
Common Collective Trust
$72K1.1%
ISHARES S&P 500 INDEX K
Registered Investment Companies
$70K1.1%
JOHN HANCOCK DISC VALUE MC R6
Registered Investment Companies
$60K0.9%
NTW GENEVA SC GROWTH R6
Registered Investment Companies
$48K0.7%
LARGE CAP VALUE FUND II R1
WILMINGTON TRUST COMPANY · EIN 38-7264544 / PN 707
Common Collective Trust
$32K0.5%
PIMCO INCOME FUND - INSTL
Registered Investment Companies
$23K0.3%
ISHARES MSCI TOTAL INTL IDX K
Registered Investment Companies
$19K0.3%
MFS INTL DIVERSIFICATION R6
Registered Investment Companies
$17K0.3%
ISHARES RUSSELL SMALLMID IDX K
Registered Investment Companies
$12K0.2%
VAN TARG RETIRE 2065
Registered Investment Companies
$9K0.1%
VAN TARGET RETIRE INC
Registered Investment Companies
$3K<0.1%
TCW METWEST TOTAL RET BOND PL
Registered Investment Companies
$2K<0.1%
ISHARES US AGGREGATE BD IDX K
Registered Investment Companies
$2K<0.1%

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