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Original filing (PDF)20251013140915NAL0003198658001
MONKEY INFERNO, INC.
Form 5500
FILING_RECEIVED
MXB 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
219
Accounts w/ balance
139
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
30 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)
94
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Fid 500 Indx Mutual Funds" is 25% of plan.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONKEY INFERNO, INC..
Plan sponsor
Name
MONKEY INFERNO, INC.
EIN
80-0607466
Address
245 5TH STREET · #107 · SAN FRANCISCO, CA · 94104
Phone
(925) 360-9113
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AUDIT & TAX SOLUTIONS, CPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES | 13-4110995 | — | ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 77-0155091 | — | TPA | $2K | — |
Investments
27 direct securities · 30 pooled funds· $15.9M(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
$9.0M
27 holdings
Pooled Separate Account
$6.9M
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid 500 Indx Mutual Funds | — | — | — | $2.3M | 25.1% | |
| FID 500 INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $2.0M | 21.7% | |
| Vanguard Target Retirement 2050 Mutual Funds | — | — | — | $924K | 10.3% | |
| VNGRD TRGT RTRMT 2020 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $740K | 8.2% | |
| Vanguard Target Retirement 2020 Mutual Funds | — | — | — | $660K | 7.3% | |
| Fid Intl Indx Mutual Funds | — | — | — | $598K | 6.6% | |
| VNGRD TRGT RTRMT 2050 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $595K | 6.6% | |
| Fid MdCap Indx Mutual Funds | — | — | — | $570K | 6.3% | |
| FID MDCAP INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $457K | 5.1% | |
| Brown Advisor Sustainable Growth Mutual Funds | — | — | — | $444K | 4.9% | |
| Fid Adv Stk Sel Sm Cap Mutual Funds | — | — | — | $425K | 4.7% | |
| Vanguard Target Retirement 2040 Mutual Funds | — | — | — | $407K | 4.5% | |
| FID INTL INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $405K | 4.5% | |
| BROWN ADVISORY SUSTAINABLE GROWTH F NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $393K | 4.4% | |
| FIDELITY ADVISOR STOCK SELECTOR SMA NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $371K | 4.1% | |
| AmFds Am Mut Mutual Funds | — | — | — | $351K | 3.9% | |
| VNGRD TRGT RTRMT 2040 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $325K | 3.6% | |
| NW Fixed Select Option Guaranteed Investment Contracts | — | — | — | $316K | 3.5% | |
| Vanguard Target Retirement 2045 Mutual Funds | — | — | — | $313K | 3.5% | |
| AMFDS AM MUT R6 NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $312K | 3.5% | |
| AmFds Bd Fd Am Mutual Funds | — | — | — | $306K | 3.4% | |
| AMFDS BD FD AM R6 NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $265K | 2.9% | |
| Participant loans 13 loans; 4.25-9.50% | — | — | — | $229K | 2.5% | |
| VNGRD TRGT RTRMT 2045 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $210K | 2.3% | |
| Vanguard Target Retirement 2070 Mutual Funds 837 Pgim Hi Yld Mutual Funds | — | — | — | $189K | 2.1% | |
| Am Cent Emrg Mkt Mutual Funds | — | — | — | $178K | 2.0% | |
| AMCENT EMRG MKT R6 NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $152K | 1.7% | |
| Vanguard Target Retirement 2035 Mutual Funds | — | — | — | $147K | 1.6% | |
| PGIM HI YLD R6 NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $146K | 1.6% | |
| Vanguard Target Retirement 2030 Mutual Funds | — | — | — | $108K | 1.2% | |
| Vanguard Target Retirement 2055 Mutual Funds | — | — | — | $96K | 1.1% | |
| Vanguard Target Retirement 2065 Mutual Funds | — | — | — | $92K | 1.0% | |
| similar party Investment Value Vanguard Target Retirement 2060 Mutual Funds | — | — | — | $91K | 1.0% | |
| VNGRD TRGT RTRMT 2035 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $91K | 1.0% | |
| Vanguard Target Retirement Inc Mutual Funds | — | — | — | $79K | 0.9% | |
| Fid Lg Cap Val Indx Mutual Funds 110 Fid Lg Cap Gr Indx Mutual Funds | — | — | — | $78K | 0.9% | |
| VNGRD TRGT RTRMT 2060 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $75K | 0.8% | |
| VNGRD TRGT RTRMT 2030 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $74K | 0.8% | |
| VNGRD TRGT RTRMT 2055 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $69K | 0.8% | |
| VNGRD TRGT RTRMT INC NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $59K | 0.7% | |
| Cohen & Steers Realty Mutual Funds | — | — | — | $55K | 0.6% | |
| VNGRD TRGT RTRMT 2065 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $52K | 0.6% | |
| FID LG CAP GR INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $52K | 0.6% | |
| COHEN & STEERS REALTY SHARES FUND - NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $45K | 0.5% | |
| Fid Infl Prtct Bd Indx Mutual Funds | — | — | — | $41K | 0.5% | |
| FID INFL PRTCT BD INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $39K | 0.4% | |
| Brokerage Accounts Self Directed Accounts | — | — | — | $30K | 0.3% | |
| SELF DIRECTED BROKERAGE ACCOUNT NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2025 Mutual Funds | — | — | — | $9K | <0.1% | |
| VNGRD TRGT RTRMT 2025 INV NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 FUN NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Fid SmCap Indx Mutual Funds | — | — | — | $3K | <0.1% | |
| FID SMCAP INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FED HRMS GOV OBLGTNS PRMR NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FID LG CAP VAL INDX NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMFDS INFL LNKD BD R6 NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE BLUE CHIP GROWTH FUND NATIONWIDE · EIN 31-4156830 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |
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