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Original filing (PDF)20260209165824NAL0001785745001
MORINAGA NUTRITIONAL FOODS, INC.
Form 5500
FILING_RECEIVED
MNF GROUP 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
218
Accounts w/ balance
429
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
24 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
89
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORINAGA NUTRITIONAL FOODS, INC..
Plan sponsor
Name
MORINAGA NUTRITIONAL FOODS, INC.
EIN
95-3970625
Address
3838 DEL AMO BLVD. · SUITE 201 · TORRANCE, CA · 90503
Phone
(310) 787-0200
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
2026-02-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO, LP | 43-0345811 | — | INVESTMENT ADVISOR | $13K | — |
| ASSET PLANNING AND PROTECTION | 46-3906738 | — | INVESTMENT ADVISOR | $9K | — |
Investments
21 direct securities · 24 pooled funds· $10.9M(100% 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.
Uncategorized
$10.9M
21 holdings
Pooled Separate Account
$0
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K6 Mutual fund | — | — | — | $2.3M | 21.2% | |
| FID FREEDOM 2040 K6 Mutual fund | — | — | — | $1.9M | 17.2% | |
| FID FREEDOM 2030 K6 Mutual fund | — | — | — | $1.6M | 14.8% | |
| FID FREEDOM 2045 K6 Mutual fund | — | — | — | $1.4M | 13.2% | |
| FID FREEDOM 2055 K6 Mutual fund | — | — | — | $1.1M | 10.2% | |
| FID FREEDOM 2050 K6 Mutual fund | — | — | — | $700K | 6.4% | |
| Notes receivable from participants 4.25% to 9.50% | — | — | — | $445K | 4.1% | |
| FID FREEDOM 2060 K6 Mutual fund | — | — | — | $385K | 3.5% | |
| FID FREEDOM 2025 K6 Mutual fund | — | — | — | $327K | 3.0% | |
| FID FREEDOM 2020 K6 Mutual fund | — | — | — | $274K | 2.5% | |
| FID 500 INDEX Mutual fund | — | — | — | $156K | 1.4% | |
| FID FREEDOM 2065 K6 Mutual fund | — | — | — | $148K | 1.4% | |
| FID FREEDOM 2070 K6 Mutual fund | — | — | — | $30K | 0.3% | |
| FID INFL PR BD IDX Mutual fund | — | — | — | $15K | 0.1% | |
| FID BLUE CHIP GR K6 Mutual fund | — | — | — | $11K | 0.1% | |
| FID GOVT MMKT Money market fund | — | — | — | $11K | <0.1% | |
| FID GOVT MMKT K6 Money market fund | — | — | — | $10K | <0.1% | |
| JPM US EQUITY R6 Mutual fund | — | — | — | $4K | <0.1% | |
| FID EQUITY INCOME K6 Mutual fund | — | — | — | $3K | <0.1% | |
| FID MID CAP IDX Mutual fund | — | — | — | $2K | <0.1% | |
| FID FREEDOM 2015 K6 Mutual fund | — | — | — | $1K | <0.1% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE CAP APPRECIATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLOATING RATE INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE SHORT TERM BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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