Plan Snapshot
- Plan Sponsor: Menard, INC.
- Sponsor EIN: 390989248
- Sponsor Address: 5101 MENARD DRIVE, EAU CLAIRE, WI, 54703
- Plan Type: DC
- Total Participants: 53,467
- Total Assets: $283.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 53,467 | $283.1M | $0 | $23.5M |
| 2023 | 48,286 | $246.6M | $0 | $23.4M |
| 2022 | 50,234 | $200.1M | $31,913 | $23.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $579,590 | — | $579,590 |
| UBS FINANCIAL SERVICES, INC. | NONE | $40,000 | — | $40,000 |
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — NONE
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $619,590
- Estimated Expense Ratio: 0.219% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $619,590 | $40,000 | — | — | — |
| 2023 | $477,555 | $40,000 | — | — | — |
| 2022 | $432,605 | $40,000 | — | — | $392,605 |