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Original filing (PDF)20251015131120NAL0009404546001
MOLDED DIMENSIONS, LLC
Form 5500
FILING_RECEIVED
MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST
401(k) retirement plan
Active participants
207
Accounts w/ balance
210
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLDED DIMENSIONS, LLC.
Plan sponsor
Name
MOLDED DIMENSIONS, LLC
EIN
83-1597330
Address
701 SUNSET ROAD · PORT WASHINGTON, WI · 53074
Phone
(262) 284-9455
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS | — | MEQUON, WI | ADVISOR | $50K | — |
Investments
29 direct securities · 1 pooled fund· $15.4M(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
$14.0M
28 holdings
Common Collective Trust
$1.3M
1 holding
Mutual Funds
$163K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Income Fund of America N/R | — | — | — | $1.5M | 9.8% | |
| Vanguard 500 Index Fund N/R | — | — | — | $1.3M | 8.5% | |
| RTC SVF - METLIFE 25053 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.3% | |
| Baird Core Plus Bond Instl N/R | — | — | — | $1.2M | 8.0% | |
| Vanguard Retirement 2030 Fund N/R | — | — | — | $1.2M | 7.7% | |
| Janus Henderson Balanced Fund N/R | — | — | — | $1.2M | 7.6% | |
| Vanguard Retirement 2025 Fund N/R | — | — | — | $981K | 6.4% | |
| Fidelity Adv Equity Growth I N/R | — | — | — | $970K | 6.3% | |
| Vanguard Retirement 2040 Fund N/R | — | — | — | $605K | 3.9% | |
| Vanguard Retirement 2050 Fund N/R | — | — | — | $561K | 3.6% | |
| Vanguard Retirement 2035 Fund N/R | — | — | — | $494K | 3.2% | |
| Vanguard Value index Admiral N/R | — | — | — | $469K | 3.0% | |
| Vanguard Small Cap Index Fund N/R | — | — | — | $434K | 2.8% | |
| Schwab Fundamental Int'l Large Co N/R | — | — | — | $400K | 2.6% | |
| Victory RS Global R6 N/R | — | — | — | $383K | 2.5% | |
| American Funds EuroPacific Growth Fund N/R | — | — | — | $358K | 2.3% | |
| Vanguard Mid Cap Index Fund N/R | — | — | — | $341K | 2.2% | |
| Allspring Special Mid Cap Value Fund N/R | — | — | — | $326K | 2.1% | |
| MFS International Growth Fund N/R | — | — | — | $248K | 1.6% | |
| Vanguard Retirement 2045 Fund N/R | — | — | — | $217K | 1.4% | |
| Fidelity Inflation-Protected Bond Index Fund N/R | — | — | — | $164K | 1.1% | |
| JP Morgan Global Bond Opportunities Fund N/R | Mutual Funds | — | — | $163K | 1.1% | |
| Vanguard Retirement Income Fund N/R | — | — | — | $134K | 0.9% | |
| Vanguard Retirement 2055 Fund N/R | — | — | — | $105K | 0.7% | |
| Participant Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $100K | 0.7% | |
| T. Rowe Price Mid-Cap Growth Fund N/R | — | — | — | $90K | 0.6% | |
| Vanguard Retirement 2065 Fund N/R | — | — | — | $78K | 0.5% | |
| Vanguard Retirement 2060 Fund N/R | — | — | — | $50K | 0.3% | |
| Fidelity Small Cap Growth Fund N/R | — | — | — | $22K | 0.1% | |
| Vanguard Retirement 2020 Fund N/R | — | — | — | $20K | 0.1% |
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