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Original filing (PDF)20251013100723NAL0001671008001
CARDINAL LAW GROUP, LTD
Form 5500
FILING_RECEIVED
CARDINAL LAW GROUP, LTD RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
227
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
30 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDINAL LAW GROUP, LTD.
Plan sponsor
Name
CARDINAL LAW GROUP, LTD
EIN
20-8348338
Address
1603 ORRINGTON AVE STE 900 · EVANSTON, IL · 60201
Phone
(847) 905-7111
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 30 pooled funds· $21.9M(99% 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.
Common Collective Trust
$21.3M
30 holdings
Uncategorized
$620K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $4.9M | 22.0% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $3.7M | 16.6% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $2.2M | 9.9% | |
| STABLE ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $1.6M | 7.3% | |
| SMALL-MID CAP INDEX EQUITY R2 MTC COLL. TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $1.4M | 6.2% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $844K | 3.8% | |
| SMALL-MID CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 014 | Common Collective Trust | — | — | $840K | 3.8% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $661K | 3.0% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $636K | 2.9% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $625K | 2.8% | |
| MODERATE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $594K | 2.7% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $511K | 2.3% | |
| AGGRESSIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $490K | 2.2% | |
| ABA MEM. MERCER COLL. TRUST SELF-MANAGED BROKERAGE ACCOUNT | — | — | — | $478K | 2.2% | |
| BOND CORE PLUS FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $457K | 2.1% | |
| BOND INDEX FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $370K | 1.7% | |
| INFLATION PROTECTION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $314K | 1.4% | |
| CONSERVATIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $217K | 1.0% | |
| CAPITAL PRESERVATION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $216K | 1.0% | |
| 2055 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 028 | Common Collective Trust | — | — | $170K | 0.8% | |
| 2060 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $166K | 0.8% | |
| REAL ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $153K | 0.7% | |
| ABA MEM. MERCER COLL. TRUST LOAN FUND | — | — | — | $142K | 0.6% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $112K | 0.5% | |
| POST RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $81K | 0.4% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $72K | 0.3% | |
| 2025 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 025 | Common Collective Trust | — | — | $64K | 0.3% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $18K | <0.1% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $6K | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
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