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Original filing (PDF)20250730101118NAL0003888945001
MUNTERS CORPORATION
Form 5500
FILING_RECEIVED
MUNTERS CORPORATION 401(K) PLAN
Defined-contribution retirement plan
Active participants
1,368
Accounts w/ balance
2,136
Plan assets (EOY)
$139.5M
Net assets (EOY)
$139.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
28 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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNTERS CORPORATION.
Plan sponsor
Name
MUNTERS CORPORATION
EIN
84-0830599
Address
14 SOUTH HUNT ROAD · AMESBURY, MA · 01913
Phone
(978) 358-9658
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $85K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $10K | — |
Investments
22 direct securities · 16 pooled funds· $139.5M(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
$91.0M
22 holdings
Common Collective Trust
$48.5M
4 holdings
Pooled Separate Account
$0
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Stable Value Option Insurance Company General Account | — | — | — | $20.6M | 14.8% | |
| WELLINGTON CIF II INTERNATIONAL OPP WELLINGTON MANAGEMENT · EIN 04-6913417 / PN 199 | Common Collective Trust | — | — | $20.4M | 14.6% | |
| JPMorgan LgCp Grw Fnd R6 Registered investment company | — | — | — | $18.8M | 13.4% | |
| LSV U.S. LARGE CAP EQUITY CIT-TIER LSV FUNDS · EIN 90-6169542 / PN 001 | Common Collective Trust | — | — | $15.9M | 11.4% | |
| S Str Equity 500 Index Fd K Registered investment company | — | — | — | $13.8M | 9.9% | |
| DFA US Small Cap Vl Port Ins Registered Investment Company | — | — | — | $10.0M | 7.2% | |
| PRUDENTIAL CORE PLUS BOND CIT PGIM INVESTMENTS · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $10.0M | 7.2% | |
| Harbor Small Cap Grwth Fnd Ret Registered investment company | — | — | — | $7.8M | 5.6% | |
| TRwPr Global Technology Fund I Registered investment company | — | — | — | $4.3M | 3.1% | |
| Participant loans to participants at a reasonable rate of interest fixed at the time the loan is made, interest rate on outstanding loans - 4.25%-9.50% | — | — | — | $3.7M | 2.6% | |
| Vangrd Trgt Retire 2030 Fd Registered investment company | — | — | — | $2.6M | 1.9% | |
| Hartford MidCap Val R6 Registered investment company | — | — | — | $2.5M | 1.8% | |
| ARTISIAN MID CAP GROWTH TRUST-TIER SEI DWIGHT FUNDS · EIN 81-2225016 / PN 006 | Common Collective Trust | — | — | $2.3M | 1.6% | |
| Vangrd Trgt Retire 2040 Fd Registered investment company | — | — | — | $1.8M | 1.3% | |
| Vangrd Trgt Retire 2035 Fd Registered investment company | — | — | — | $1.7M | 1.2% | |
| Vangrd Trgt Retire 2020 Fd Registered investment company | — | — | — | $743K | 0.5% | |
| similar party rate of interest, collateral, par or maturity value Cost (1) Value AmCen Real Estate Fund R6 Registered investment company | — | — | — | $686K | 0.5% | |
| Vangrd Trgt Retire 2025 Fd Registered investment company | — | — | — | $525K | 0.4% | |
| Vangrd Trgt Retire 2070 Fd Registered investment company | — | — | — | $469K | 0.3% | |
| Vangrd Trgt Retire 2045 Fd Registered investment company | — | — | — | $365K | 0.3% | |
| Vangrd Trgt Retire 2050 Fd Registered investment company | — | — | — | $316K | 0.2% | |
| Vangrd Trgt Retire 2055 Fd Registered investment company | — | — | — | $287K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered investment company | — | — | — | $71K | <0.1% | |
| Vangrd Trgt Retire Inc Fd Registered investment company | — | — | — | $23K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd Registered investment company | — | — | — | $3K | <0.1% | |
| Vangrd Trgt Retire 2060 Fd Registered investment company | — | — | — | $2K | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP VAL (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CP VAL / SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $0 | <0.1% | |
| REAL ESTATE / AMERICAN CENTURY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | — | — | $0 | <0.1% |
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