Original filing (PDF)20251006142146NAL0003761041001

MONOFLO INTERNATIONAL, INC.

Name: MONOFLO INTERNATIONAL, INC. — MONOFLO INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MONOFLO INTERNATIONAL, INC.

Form 5500

FILING_RECEIVED

MONOFLO INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

366

Accounts w/ balance

223

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONOFLO INTERNATIONAL, INC..

Plan sponsor

Name

MONOFLO INTERNATIONAL, INC.

EIN

54-0947522

Address

882 BAKER LANE · WINCHESTER, VA · 22603

Phone

(540) 771-3130

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

2025-10-06

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$0	—

Investments

38 direct securities· $10.9M(87% of reported assets)

Other securities

$9.7M

33 holdings

Common Stock

$682K

3 holdings

Cash / Money Market

$342K

1 holding

U.S. Treasuries

$204K

1 holding

					% of plan
Yes Fidelity Advisor Freedom 2025 Fund - Class A	Other securities	—	—	$1.8M	14.5%
Yes Fidelity Advisor Freedom 2035 Fund - Class A	Other securities	—	—	$1.6M	13.0%
Yes Fidelity Advisor Freedom 2040 Fund - Class A	Other securities	—	—	$887K	7.1%
Yes Fidelity Advisor Freedom 2050 Fund - Class A	Other securities	—	—	$848K	6.8%
Yes Fidelity Advisor Freedom 2030 Fund - Class A	Other securities	—	—	$629K	5.0%
Yes Fidelity Advisor Freedom 2020 Fund - Class A	Other securities	—	—	$541K	4.3%
Yes Fidelity Advisor Freedom 2060 Fund - Class A	Other securities	—	—	$501K	4.0%
Yes Fidelity Mid Cap Index Fund	Other securities	—	—	$414K	3.3%
Yes Fidelity Small Cap Index Fund	Other securities	—	—	$408K	3.3%
Yes Fidelity Advisor Freedom 2045 Fund - Class A	Other securities	—	—	$387K	3.1%
No JP Morgan JP Morgan Equity Index CL A	Common Stock	—	—	$367K	2.9%
Yes Fidelity Government Money Market	Cash / Money Market	—	—	$342K	2.7%
thru 9/27/27 and secured by account balances	Other securities	—	—	$336K	2.7%
Party in Identity of issue, lessor maturity date, rate of interest, collateral, Current Interest or similar party par or maturity value No BlackRock Equity Dividend CL A	Common Stock	—	—	$299K	2.4%
Yes Fidelity International Index Fund	Other securities	—	—	$297K	2.4%
Yes Fidelity Advisor Freedom 2055 Fund - Class A	Other securities	—	—	$261K	2.1%
Yes Fidelity Intermediate Treasury Bond Index Fund T	U.S. Treasuries	—	—	$204K	1.6%
Yes Fidelity Fidelty US Bond Index Fund	Other securities	—	—	$109K	0.9%
Yes Fidelity Advisor New Insights Fund - Class A	Other securities	—	—	$107K	0.9%
Yes Fidelity Advisor Leveraged Company Stock Fund - Class A	Other securities	—	—	$89K	0.7%
Yes Fidelity Advisor Freedom 2065 Fund - Class A	Other securities	—	—	$67K	0.5%
Yes Invesco Main Street Mid Cap A	Other securities	—	—	$65K	0.5%
Yes Fidelity Advisor Large Cap Fund - Class A	Other securities	—	—	$47K	0.4%
No Janus Overseas Fund Class S	Other securities	—	—	$47K	0.4%
No Eaton Vance Eaton Vance Dividend Builder	Other securities	—	—	$39K	0.3%
Yes Fidelity Advisor Mid Cap II Fund - Class A	Other securities	—	—	$30K	0.2%
Yes Fidelity Advisor Freedom 2015 Fund - Class A	Other securities	—	—	$28K	0.2%
Yes Fidelity Advisor Small Cap Value Fund - Class A	Other securities	—	—	$18K	0.1%
No PIMCO Total Return CL A	Common Stock	—	—	$16K	0.1%
No Heartland Value Plus	Other securities	—	—	$14K	0.1%
No Janus Mid Cap Value - Class S	Other securities	—	—	$13K	0.1%
Yes Fidelity International Discovery - Class A	Other securities	—	—	$11K	<0.1%
Yes Fidelity Advisor Government Income - Class A	Other securities	—	—	$9K	<0.1%
Yes Fidelity Advisor Freedom Income Fund - Class A	Other securities	—	—	$3K	<0.1%
Yes Fidelity Advisor Strategic Income Fund - Class A	Other securities	—	—	$3K	<0.1%
Yes Fidelity Stock Selector Large Cap Value Fund	Other securities	—	—	$3K	<0.1%
Yes Fidelity Advisor Small Cap Fund - Class A	Other securities	—	—	$3K	<0.1%
Yes Fidelity Advisor High Income - Class A	Other securities	—	—	$2K	<0.1%