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Original filing (PDF)20250801102423NAL0008175664001
CONSUMERS REPORTS, INC
Form 5500
FILING_RECEIVED
CONSUMERS REPORTS 401(K) PLAN FOR MANAGEMENT AND EXEMPT EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
314
Accounts w/ balance
534
Plan assets (EOY)
$254.7M
Net assets (EOY)
$254.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSUMERS REPORTS, INC.
Plan sponsor
Name
CONSUMERS REPORTS, INC
EIN
13-1776434
Address
101 TRUMAN AVENUE · YONKERS, NY · 10703
Phone
(914) 378-2000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY , LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $46K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
15 direct securities · 12 pooled funds· $254.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$138.3M
15 holdings
Common Collective Trust
$116.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual Fund | — | — | — | $57.1M | 22.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $20.7M | 8.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.2M | 7.5% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $16.8M | 6.6% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $16.4M | 6.5% | |
| Vanguard Total Bond Market Index Fund: Mutual Fund | — | — | — | $16.4M | 6.5% | |
| Institutional Shares * Vanguard PRIMECAP Fund Admiral Shares Mutual Fund | — | — | — | $12.3M | 4.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $11.2M | 4.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $10.3M | 4.1% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $9.7M | 3.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $9.5M | 3.7% | |
| T. Rowe Price Blue Chip Growth Fund: I Class Mutual Fund | — | — | — | $8.9M | 3.5% | |
| Institutional Shares * Vanguard Equity Income Fund Admiral Shares Mutual Fund | — | — | — | $8.2M | 3.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $7.9M | 3.1% | |
| Vanguard Small-Cap Index Fund Institutional Mutual Fund | — | — | — | $6.8M | 2.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.5M | 2.5% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $3.7M | 1.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $3.4M | 1.3% | |
| VFTC TARGET RET INCOME TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| PIMCO Total Return Fund: Institutional Class Mutual Fund | — | — | — | $1.5M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund: Mutual Fund | — | — | — | $1.4M | 0.6% | |
| Adm Shares * Nuveen Large Cap Responsible Equity Fund R6 Mutual Fund | — | — | — | $1.4M | 0.5% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Admiral Shares * Notes receivable from participants Outstanding participant | — | — | — | $797K | 0.3% | |
| Self-Directed Brokerage Fund Brokerage Fund | — | — | — | $455K | 0.2% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $176K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Mutual Fund | — | — | — | $14K | <0.1% |
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