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Original filing (PDF)20251010120431NAL0013059888001
CARD-MONROE CORP.
Form 5500
FILING_RECEIVED
CARD-MONROE CORP. 401(K) PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
222
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARD-MONROE CORP..
Plan sponsor
Name
CARD-MONROE CORP.
EIN
62-1111183
Address
4841 ADAMS ROAD · HIXSON, TN · 37343
Phone
(423) 842-3312
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HENDERSON HUTHERSON & MCCULLOUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
17 direct securities · 11 pooled funds· $20.9M(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
$16.5M
17 holdings
Common Collective Trust
$4.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $4.6M | 22.0% | |
| Touchstone Mid-Cap R6 | — | — | — | $1.9M | 9.3% | |
| AB Large-Cap Growth Z | — | — | — | $1.9M | 8.9% | |
| EI Fixed Account Series Class II | — | — | — | $1.7M | 8.0% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.3% | |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $912K | 4.4% | |
| MFS International Diversification R3 | — | — | — | $911K | 4.4% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $881K | 4.2% | |
| Invesco Discovery R6 | — | — | — | $849K | 4.1% | |
| Vanguard Information Technology Idx Adm | — | — | — | $642K | 3.1% | |
| MFS Value R6 | — | — | — | $591K | 2.8% | |
| Dodge & Cox Income Fund X | — | — | — | $589K | 2.8% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $479K | 2.3% | |
| Tweedy Browne International Value | — | — | — | $412K | 2.0% | |
| Allspring Special Mid-Cap Value A | — | — | — | $378K | 1.8% | |
| Vanguard GNMA Adm | — | — | — | $327K | 1.6% | |
| Vanguard Small-Cap Index Fund - Admiral | — | — | — | $326K | 1.6% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $288K | 1.4% | |
| T ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $181K | 0.9% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $161K | 0.8% | |
| Macquire Mid Cap Growth Y | — | — | — | $149K | 0.7% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $134K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $86K | 0.4% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $60K | 0.3% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $57K | 0.3% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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