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Original filing (PDF)20250926142614NAL0010980816001
MONIN, INC.
Form 5500
FILING_RECEIVED
MONIN, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
10 service providers
Active participants
372
Accounts w/ balance
451
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONIN, INC..
Plan sponsor
Name
MONIN, INC.
EIN
59-3160757
Address
2100 RANGE ROAD · CLEARWATER, FL · 33765
Phone
(727) 461-3033
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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
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
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORD KEEPER | $14K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANZ | 13-3191825 | — | NONE | $0 | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | NONE | $0 | — |
| BNY MELLON | — | NEW YORK, NY | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| DODGE & COX FUNDS | 94-1441976 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $30.2M(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
$29.8M
29 holdings
Common Collective Trust
$445K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 INV | — | — | — | $5.6M | 18.9% | |
| T. ROWE PRICE RETIREMENT 2035 INV | — | — | — | $4.8M | 16.3% | |
| T. ROWE PRICE RETIREMENT 2025 INV | — | — | — | $4.8M | 16.1% | |
| T. ROWE PRICE RETIREMENT 2040 INV | — | — | — | $3.6M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2045 INV | — | — | — | $3.4M | 11.5% | |
| T. ROWE PRICE RETIREMENT 2050 INV | — | — | — | $2.5M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2055 INV | — | — | — | $1.2M | 4.0% | |
| FIDELITY 500 INDEX | — | — | — | $701K | 2.4% | |
| T. ROWE PRICE RETIREMENT 2060 INV | — | — | — | $629K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2020 INV | — | — | — | $489K | 1.6% | |
| T. ROWE PRICE STABLE VALUE | — | — | — | $445K | 1.5% | |
| TRP ST VAL COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $445K | 1.5% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $379K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2065 INV | — | — | — | $250K | 0.8% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $185K | 0.6% | |
| FIDELITY ADVISOR TOTAL BOND Z | — | — | — | $161K | 0.5% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $94K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 INV | — | — | — | $84K | 0.3% | |
| FRANKLIN GROWTH SERIES CLASS R6 | — | — | — | $82K | 0.3% | |
| DODGE & COX STOCK X | — | — | — | $77K | 0.3% | |
| FRANKLIN SMALL CAP GROWTH R6 | — | — | — | $72K | 0.2% | |
| FIDELITY EXTENDED MARKET INDEX | — | — | — | $43K | 0.1% | |
| JPMORGAN MID-CAP GROWTH R6 | — | — | — | $33K | 0.1% | |
| AMERICAN BEACON SMALL CAP VALUE R6 | — | — | — | $32K | 0.1% | |
| FIDELITY NASDAQ COMPOSITE INDEX | — | — | — | $22K | <0.1% | |
| VIRTUS NFJ MID-CAP VALUE R6 | — | — | — | $13K | <0.1% | |
| PGIM HIGH-YIELD R6 | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE RET BALANCED INV | — | — | — | $5K | <0.1% | |
| DFA EMERGING MARKETS CORE EQUITY 2 I | — | — | — | $2K | <0.1% | |
| JPMORGAN INTERNATIONAL EQUITY R6 | — | — | — | $2K | <0.1% |