# Menard, INC. DC Plan
Source: https://planprovider.pro/companies/menard-inc-plan-002

> Menard, INC.'s DC plan: 53,467 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — 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|

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