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Original filing (PDF)20251009121218NAL0006552129001
MONOSOL, LLC
Form 5500
FILING_RECEIVED
MONOSOL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
355
Accounts w/ balance
415
Plan assets (EOY)
$62.4M
Net assets (EOY)
$62.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONOSOL, LLC.
Plan sponsor
Name
MONOSOL, LLC
EIN
75-2937556
Address
707 E 80TH PL · SUITE 301 · MERRILLVILLE, IN · 46410
Phone
(219) 762-3165
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APPLEGATE & COMPANY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $64K | — |
Investments
36 direct securities · 1 pooled fund· $62.4M(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
$62.4M
36 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund (i) | — | — | — | $7.5M | 12.0% | |
| Fidelity Freedom 2040 Fund (i) | — | — | — | $7.2M | 11.5% | |
| Fidelity Freedom 2035 Fund (i) | — | — | — | $6.8M | 11.0% | |
| Fidelity Spartan 500 Index Fund (i) | — | — | — | $6.0M | 9.6% | |
| Fidelity Freedom 2030 Fund (i) | — | — | — | $5.5M | 8.9% | |
| Fidelity Freedom 2050 Fund (i) | — | — | — | $4.5M | 7.3% | |
| Fidelity Freedom 2055 Fund (i) | — | — | — | $4.0M | 6.4% | |
| Fidelity Govt Market Fund (i) | — | — | — | $3.1M | 5.0% | |
| Fidelity Freedom 2025 Fund (i) | — | — | — | $2.0M | 3.3% | |
| Fidelity Large Cap Growth Index (i) | — | — | — | $2.0M | 3.1% | |
| Janus Henderson Global Tech Innovation Fund (i) | — | — | — | $1.9M | 3.1% | |
| Fidelity Freedom 2060 Fund (i) | — | — | — | $1.9M | 3.1% | |
| Notes receivable from participants Notes receivable from participants (Rates 3.25 – 8.50%) | — | — | — | $1.4M | 2.3% | |
| Fidelity Spartan Total Market Index Fund (i) | — | — | — | $1.4M | 2.3% | |
| Fidelity Spartan Mid-Cap Index Fund (i) | — | — | — | $1.1M | 1.8% | |
| T. Rowe Price Health Sciences Fund (i) | — | — | — | $817K | 1.3% | |
| Fidelity Freedom 2065 Fund (i) | — | — | — | $638K | 1.0% | |
| Oppenheimer International Growth Fund Class Y (i) | — | — | — | $571K | 0.9% | |
| Fidelity Freedom 2015 Fund (i) | — | — | — | $482K | 0.8% | |
| Fidelity Freedom 2020 Fund (i) | — | — | — | $396K | 0.6% | |
| Fidelity Spartan Small-Cap Index Fund (i) | — | — | — | $390K | 0.6% | |
| PIMCO Total Return Fund Instl Class (i) | — | — | — | $338K | 0.5% | |
| Fidelity Freedom Income Fund (i) | — | — | — | $337K | 0.5% | |
| Fidelity Spartan International Index Fund (i) | — | — | — | $331K | 0.5% | |
| Fidelity U.S. Bond Index Fund (i) | — | — | — | $308K | 0.5% | |
| Gabelli Small Cap Growth Fund Class I (i) | — | — | — | $232K | 0.4% | |
| Principal Equity Income Fund Instl Class (i) | — | — | — | $219K | 0.4% | |
| John Hancock Lifestyle CNSRV Portfolio Class R6 (i) | — | — | — | $206K | 0.3% | |
| Lord Abbett Value Opportunities Fund Class I (i) | — | — | — | $162K | 0.3% | |
| Thornburg Developing World Fund Class R5 (i) | — | — | — | $121K | 0.2% | |
| John Hancock Lifestyle Growth Portfolio Class R6 (i) | — | — | — | $88K | 0.1% | |
| John Hancock Lifestyle Balanced Portfolio Class R6 (i) | — | — | — | $63K | 0.1% | |
| in- (b)Identity of Issuer, Borrower, Maturity Date, Rate of Interest, (d) (e)Current Interest Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value * Fidelity Freedom 2010 Fund (i) | — | — | — | $54K | <0.1% | |
| John Hancock Lifestyle Aggressive Portfolio Class R6 (i) | — | — | — | $38K | <0.1% | |
| John Hancock Lifestyle Moderate Portfolio Class R6 (i) | — | — | — | $6K | <0.1% | |
| Fidelity Freedom 2070 Fund (i) | — | — | — | $3K | <0.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
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