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Original filing (PDF)20231016183146NAL0077717714001
MODERE, INC.
Form 5500
FILING_RECEIVED
MODERE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
307
Accounts w/ balance
264
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
46 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERE, INC..
Plan sponsor
Name
MODERE, INC.
EIN
87-0529084
Address
588 SOUTH 2000 WEST · SPRINGVILLE, UT · 84663
Phone
(801) 418-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2J · 401(k) feature
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYER HOFFMAN MCCANN P.C. | 43-1947695 | — | AUDITOR | $0 | — |
Investments
46 pooled funds· $16.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD TARGET RET 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $2.0M | 12.0% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.7M | 10.3% |
| VANGUARD TARGET RET 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.0M | 6.1% |
| VANGUARD TARGET RET 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $951K | 5.7% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $923K | 5.5% |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $816K | 4.9% |
| MONEY MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $731K | 4.4% |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $535K | 3.2% |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $527K | 3.2% |
| VANGUARD TARGET RET 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $508K | 3.0% |
| VANGUARD TARGET RET 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $505K | 3.0% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $421K | 2.5% |
| ISHARES GOLD TRUST ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $365K | 2.2% |
| VANGUARD TARGET RET INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $361K | 2.2% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $319K | 1.9% |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $303K | 1.8% |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $275K | 1.6% |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $239K | 1.4% |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $229K | 1.4% |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $226K | 1.4% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $221K | 1.3% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $220K | 1.3% |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $204K | 1.2% |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $194K | 1.2% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $191K | 1.1% |
| FIDELITY CONTRAFUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $189K | 1.1% |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $188K | 1.1% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $182K | 1.1% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $179K | 1.1% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $176K | 1.1% |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $170K | 1.0% |
| CLEARBRIDGE AGGRESSIVE GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $159K | 1.0% |
| VANGUARD TARGET RET 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $156K | 0.9% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $136K | 0.8% |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $118K | 0.7% |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $96K | 0.6% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $89K | 0.5% |
| T. ROWE PRICE INTL VALUE EQY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $89K | 0.5% |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $85K | 0.5% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $80K | 0.5% |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $61K | 0.4% |
| MAINSTAY MACKAY HY CORP BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $56K | 0.3% |
| BLACKROCK INFL PROTECTED BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $52K | 0.3% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $43K | 0.3% |
| INVESCO EQV INTL EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $29K | 0.2% |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $22K | 0.1% |
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