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Original filing (PDF)20251015165345NAL0002778227001
THE CHAMBERLAIN GROUP LLC
Form 5500
FILING_RECEIVED
CHAMBERLAIN 401(K) PLAN
401(k) retirement plan
Active participants
1,806
Accounts w/ balance
2,404
Plan assets (EOY)
$348.5M
Net assets (EOY)
$348.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHAMBERLAIN GROUP LLC.
Plan sponsor
Name
THE CHAMBERLAIN GROUP LLC
EIN
06-0953094
Address
300 WINDSOR DRIVE · OAK BROOK, IL · 60523
Phone
(630) 279-3600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP CO LLC | 04-2647786 | — | RECORDKEEPER | $178K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $134K | — |
| TOWERS WATSON INV SERVICES INC | 52-1868818 | — | CONSULTANT | $75K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/ AUDITOR | $28K | — |
Investments
29 direct securities· $341.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Growth Company Fund Class K | — | — | — | $60.5M | 17.4% | |
| Fidelity Investments 500 Index Fund | — | — | — | $42.6M | 12.2% | |
| Fidelity Investments Freedom Index 2045 Investor | — | — | — | $24.9M | 7.1% | |
| Fidelity Investments Freedom Index 2035 Investor | — | — | — | $22.9M | 6.6% | |
| Fidelity Investments Freedom Index 2040 Investor | — | — | — | $22.7M | 6.5% | |
| Fidelity Investments Freedom Index 2030 Investor | — | — | — | $22.5M | 6.5% | |
| Fidelity Investments Freedom Index 2050 Investor | — | — | — | $22.1M | 6.3% | |
| JPMorgan Large Cap Growth Fund II Fee Class R1 | — | — | — | $17.9M | 5.1% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $14.1M | 4.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $13.9M | 4.0% | |
| Fidelity Investments Freedom Index 2025 Investor | — | — | — | $12.4M | 3.6% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $11.9M | 3.4% | |
| Fidelity Investments Freedom Index 2055 Investor | — | — | — | $11.3M | 3.2% | |
| Fidelity Investments Freedom Index 2060 Investor | — | — | — | $7.1M | 2.0% | |
| Pimco Total Return Fund Institutional Class | — | — | — | $5.8M | 1.7% | |
| Dodge & Cox International Stock Fund | — | — | — | $4.6M | 1.3% | |
| Fidelity Investments Global ex U.S. Index Fund | — | — | — | $4.6M | 1.3% | |
| Fidelity Investments Freedom Index 2020 Investor | — | — | — | $4.0M | 1.2% | |
| maturing 2025-2045) | — | — | — | $3.7M | 1.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $3.4M | 1.0% | |
| BlackRock Inflation Protected Bond Fund Class K | — | — | — | $2.6M | 0.8% | |
| Fidelity Investments Freedom Index 2010 Investor | — | — | — | $1.8M | 0.5% | |
| Fidelity Investments Freedom Index Commingled Pool | — | — | — | $1.3M | 0.4% | |
| Fidelity Investments Freedom Index 2015 Investor | — | — | — | $1.2M | 0.3% | |
| Fidelity Investments Freedom Index 2065 Investor | — | — | — | $1.1M | 0.3% | |
| Fidelity Investments Mid Cap Stock Fund Class K | — | — | — | $153K | <0.1% | |
| Fidelity Investments Balanced Fund Class K | — | — | — | $24K | <0.1% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $7K | <0.1% | |
| Fidelity Investments Freedom Index 2070 Investor | — | — | — | $6K | <0.1% |
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