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Original filing (PDF)20251014134505NAL0004133040001
CBC LATROBE ACQUISITION, LLC
Form 5500
FILING_RECEIVED
CBC U 401(K) PLAN
401(k) retirement plan
Active participants
754
Accounts w/ balance
547
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBC LATROBE ACQUISITION, LLC.
Plan sponsor
Name
CBC LATROBE ACQUISITION, LLC
EIN
20-5591123
Address
925 SOUTH THIRD STREET · LACROSSE, WI · 54601
Phone
(608) 785-4203
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
35 direct securities · 1 pooled fund· $19.2M(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
$19.0M
35 holdings
Common Collective Trust
$203K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K | — | 160,532.821 | $2.3M | $2.5M | 13.2% | |
| FID FREEDOM 2025 K | — | 160,043.952 | $2.0M | $2.2M | 11.4% | |
| FID FREEDOM 2030 K | — | 122,382.323 | $2.0M | $2.1M | 11.3% | |
| FID FREEDOM 2040 K | — | 131,645.997 | $1.3M | $1.5M | 8.0% | |
| FID BLUE CHIP GR | — | 5,677.291 | $808K | $1.3M | 6.8% | |
| FID FREEDOM 2050 K | — | 92,436.087 | $1.1M | $1.3M | 6.6% | |
| FID FREEDOM 2055 K | — | 77,951.161 | $1.1M | $1.2M | 6.5% | |
| FID FREEDOM 2020 K | — | 68,865.025 | $944K | $989K | 5.2% | |
| FID FREEDOM 2045 K | — | 69,503.408 | $820K | $936K | 4.9% | |
| FID FREEDOM 2060 K | — | 43,083.888 | $554K | $624K | 3.3% | |
| FID 500 INDEX | — | 3,049.761 | $440K | $623K | 3.3% | |
| FID OVERSEAS | — | 7,855.048 | $387K | $492K | 2.6% | |
| FID GOVT MMKT | — | 425,725.03 | $426K | $426K | 2.2% | |
| FID FREEDOM 2065 K | — | 27,051.525 | $322K | $358K | 1.9% | |
| FID TOTAL MKT IDX | — | 1,613.51 | $161K | $260K | 1.4% | |
| TRP DIV GROWTH ADV | — | 3,368.601 | $213K | $259K | 1.4% | |
| TRP BLUE CHIP GR ADV | — | 1,350.106 | $164K | $243K | 1.3% | |
| MIP CL 1 | — | 215,607.57 | $216K | $216K | 1.1% | |
| FID FREEDOM 2010 K | — | 14,762.622 | $197K | $205K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $203K | 1.1% | |
| FID SMALL CAP VALUE | — | 8,321.724 | $152K | $169K | 0.9% | |
| FID EXTD MKT IDX | — | 1,696.315 | $122K | $154K | 0.8% | |
| FID FREEDOM INC K | — | 11,592.143 | $120K | $122K | 0.6% | |
| FID TOTAL BOND | — | 10,729.282 | $108K | $101K | 0.5% | |
| FID BALANCED | — | 3,310.74 | $85K | $98K | 0.5% | |
| FID INTL INDEX | — | 2,056.06 | $90K | $98K | 0.5% | |
| FID LOW PRICED STK | — | 2,148.059 | $100K | $88K | 0.5% | |
| FID SM CAP DISCOVERY | — | 3,533.073 | $89K | $85K | 0.4% | |
| FID FREEDOM 2015 K | — | 7,180.821 | $78K | $82K | 0.4% | |
| FID MULTI ASSET IDX | — | 1,088.579 | $59K | $63K | 0.3% | |
| FID REAL ESTATE INVS | — | 1,496.399 | $60K | $58K | 0.3% | |
| FID US BOND IDX | — | 4,361.978 | $49K | $45K | 0.2% | |
| INVS DIVRS DIVD R5 | — | 2,346.718 | $45K | $42K | 0.2% | |
| J H TRITON T | — | 842.122 | $25K | $22K | 0.1% | |
| BAIRD MID CAP INV | — | 494.962 | $12K | $11K | <0.1% | |
| FID FREEDOM 2070 K | — | 155.515 | $2K | $2K | <0.1% |
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