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Original filing (PDF)20250701155228NAL0006848179001
MOUSER CABINETRY LLC
Form 5500
FILING_RECEIVED
MOUSER CABINETRY LLC
401(k) retirement plan
Active participants
332
Accounts w/ balance
388
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
29 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUSER CABINETRY LLC.
Plan sponsor
Name
MOUSER CABINETRY LLC
EIN
85-4271298
Address
2112 N DIXIE AVENUE · ELIZABETHTOWN, KY · 42701
Phone
(270) 737-7477
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
2025-07-01
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
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
29 direct securities· $21.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund | — | — | $4.9M | $4.6M | 21.4% | |
| Fidelity Freedom 2035 Fund | — | — | $2.5M | $2.4M | 11.4% | |
| Fidelity Freedom 2040 Fund | — | — | $2.1M | $2.0M | 9.6% | |
| Fidelity Freedom 2025 Fund | — | — | $1.6M | $1.5M | 7.0% | |
| Fidelity Freedom 2045 Fund | — | — | $1.4M | $1.4M | 6.7% | |
| Fidelity Freedom 2015 Fund | — | — | $1.3M | $1.1M | 5.4% | |
| Fidelity Contrafund | — | — | $726K | $1.1M | 5.1% | |
| Fidelity Freedom 2020 Fund | — | — | $1.2M | $1.0M | 4.9% | |
| Fidelity Freedom 2050 Fund | — | — | $984K | $1.0M | 4.8% | |
| Fidelity 500 Index Fund | — | — | $407K | $644K | 3.0% | |
| Fidelity Freedom 2055 Fund | — | — | $577K | $598K | 2.8% | |
| Fidelity Freedom 2060 Fund | — | — | $555K | $588K | 2.8% | |
| Victory Sycamore Established Value Fund | — | — | $303K | $338K | 1.6% | |
| Fidelity Government Money Market Fund | — | — | $335K | $335K | 1.6% | |
| Notes receivable Various maturities, from participants interest rates of 4.25% to 9.5% - | — | — | — | $315K | 1.5% | |
| Janus Enterprise Fund | — | — | $277K | $311K | 1.5% | |
| Fidelity Freedom 2065 Fund | — | — | $250K | $271K | 1.3% | |
| Fidelity Mid Cap Index Fund | — | — | $200K | $259K | 1.2% | |
| Putnam Large Cap Value Fund | — | — | $217K | $251K | 1.2% | |
| Fidelity International Index Fund | — | — | $186K | $204K | 1.0% | |
| Fidelity Intl Capital Appreciation Fund | — | — | $145K | $173K | 0.8% | |
| Loomis Small Cap Growth Fund | — | — | $162K | $172K | 0.8% | |
| Fidelity Small Cap Index Fund | — | — | $116K | $142K | 0.7% | |
| Fidelity Balanced Fund | — | — | $109K | $133K | 0.6% | |
| Fidelity Total Bond Fund | — | — | $145K | $125K | 0.6% | |
| Eaton Vance Income Fund of Boston | — | — | $104K | $111K | 0.5% | |
| Wells Fargo Special Small Cap Value Fund | — | — | $84K | $90K | 0.4% | |
| Fidelity Freedom Income Fund | — | — | $19K | $18K | <0.1% | |
| Fidelity Freedom 2070 Fund | — | — | $2K | $2K | <0.1% |
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