Filings through Oct 24, 2026.

Retirement plan

M&R Printing Equipment, Inc. & Subsidiaries Profit Sharing & 401(k) Plan

Name: M&R PRINTING EQUIPMENT, INC. - M&R PRINTING EQUIPMENT, INC. & SUBSIDIARIES PROFIT SHARING & 401(K) PLAN (2025) Form 5500
Creator: M&R PRINTING EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M&R PRINTING EQUIPMENT, INC. & SUBSIDIARIES PROFIT SHARING & 401(K) PLAN, M&R PRINTING EQUIPMENT, INC.

M&R Printing Equipment, Inc.EIN 36-3924258Plan #001PY 2025

440 MEDINAH ROAD - ROSELLE, IL 60172630-858-6380mrprint.comLinkedIn501-1000 employeesmachinery

Prospect flagsLow returnsLow participationLow employer contributionCorrective distributionsPossible retail share class: $3.7MFew collective trustsFund lineup: 16 funds, $20.1M

How to read this page

Total assets (EOY)

$22M

+7.4% from 2024

Total participants

366

-5.4% from 2024

Average account balance

$81,993

+9.0% from 2024

Annual return

11.46%

+2.42 pp from 2024

Benchmarks

See 1,149 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,149 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
RSM US LLP2 years Service code 99 · EIN 42-0714325	Other Fees	$21,630
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$6,311

Fund lineup

CSV with Pro

16 funds of $250K or more; 30 lines in all, holding $20.1M of the plan's $20.5M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds6%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Putnam Stable Value Fund 50 Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$4.8M	24.1%
American BD FD OF Amer R4 GM Manager not matched · Mutual fund	Not yet matched	Mutual fund	$2.6M	13.0%
AB Large CAP Growth Fund INC Class A AllianceBernstein · Mutual fund Possible retail class A	AllianceBernstein	Mutual fund	$2.5M	12.4%
Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund	Ameriprise (Columbia Threadneedle)	Mutual fund	$2.1M	10.3%
iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index	BlackRock	ETF	$1.2M	5.7%
MFS International Intrinsic Equity Fund A MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$964K	4.8%
Janus Henderson Gbl Eqty A GM Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$909K	4.5%
AB Large Cap Growth FD A GM AllianceBernstein · Mutual fund	AllianceBernstein	Mutual fund	$888K	4.4%
Congress Mid Cap Growth Fund Institutional Class Manager not matched · Mutual fund	Not yet matched	Mutual fund	$695K	3.5%
Janus Henderson Balanced Fund Class A Janus Henderson · Mutual fund Possible retail class A	Janus Henderson	Mutual fund	$577K	2.9%

See the other 20 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$28K

$94 / participant

Recordkeeping$6K22.6%
Other / not subdivided$22K77.4%

% of EOY assets

0.127%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

RSM US LLP2 years

Service code 99 · EIN 42-0714325

Other Fees

$21,630

MERRILL LYNCH PIERCE FENNER & SMITH11+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$6,311

Fund

Dollars

% of funds%

Putnam Stable Value Fund 50

Franklin Templeton · Stable value

Stable value

$4.8M

24.1%

American BD FD OF Amer R4 GM

Manager not matched · Mutual fund

$2.6M

13.0%

AB Large CAP Growth Fund INC Class A

AllianceBernstein · Mutual fund

Possible retail class A

$2.5M

12.4%

Columbia Dividend Income Fund

Ameriprise (Columbia Threadneedle) · Mutual fund

$2.1M

10.3%

iShares S&P 500 Index Fund Institutional Shares

BlackRock · ETF

Index

$1.2M

5.7%

MFS International Intrinsic Equity Fund A

MFS (Sun Life) · Mutual fund

$964K

4.8%

Janus Henderson Gbl Eqty A GM

Janus Henderson · Mutual fund

$909K

4.5%

AB Large Cap Growth FD A GM

AllianceBernstein · Mutual fund

$888K

4.4%

Congress Mid Cap Growth Fund Institutional Class

Manager not matched · Mutual fund

$695K

3.5%

Janus Henderson Balanced Fund Class A

Janus Henderson · Mutual fund

Possible retail class A

$577K

2.9%

M&R Printing Equipment, Inc. & Subsidiaries Profit Sharing & 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M&R Printing Equipment, Inc. & Subsidiaries Profit Sharing & 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion