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Original filing (PDF)20250916093554NAL0001829985001
CONTINENTAL OFFICE FURNITURE CORP.
Form 5500
FILING_RECEIVED
CONTINENTAL OFFICE INTERESTS SAVINGS PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
220
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
1 pooled trust
Schedule D
55 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 CONTINENTAL OFFICE FURNITURE CORP..
Plan sponsor
Name
CONTINENTAL OFFICE FURNITURE CORP.
EIN
31-4413238
Address
5061 FREEWAY DR EAST · COLUMBUS, OH · 432295401
Phone
(614) 262-5010
Industry
Wholesale Tradesee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $40K | — |
| PROACCOUNT | — | COLUMBUS, OH | INVESTMENT ADVISORY | $938 | — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $817 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | — | PASADENA, CA | TPA | $8K | — |
Investments
55 direct securities · 1 pooled fund· $24.6M(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
$23.5M
55 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American R6 | — | — | — | $5.4M | 23.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.8M | 11.7% | |
| Vanguard Small Cap Growth | — | — | — | $1.8M | 7.6% | |
| Franklin Small Cap Value Adv | — | — | — | $1.7M | 7.0% | |
| Charles Schwab & Co. | — | — | — | $1.5M | 6.2% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $1.3M | 5.6% | |
| Vanguard International Value | — | — | — | $1.1M | 4.7% | |
| Nationwide Fixed Section Option | — | — | — | $1.0M | 4.4% | |
| MRLY STBL VAL VI UNION BOND AND TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| Vanguard International Growth | — | — | — | $707K | 3.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $629K | 2.7% | |
| PIMCO Total Return | — | — | — | $601K | 2.5% | |
| T. Rowe Price Growth Stock | — | — | — | $582K | 2.5% | |
| Vanguard Value Index | — | — | — | $529K | 2.2% | |
| Vanguard Small Cap Index | — | — | — | $422K | 1.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $377K | 1.6% | |
| Vanguard MidCap Growth Index | — | — | — | $305K | 1.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $283K | 1.2% | |
| MFS MidCap Value R6 | — | — | — | $281K | 1.2% | |
| Participants Notes Receivable | — | — | — | $279K | 1.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $271K | 1.1% | |
| American Funds Bond Fund | — | — | — | $263K | 1.1% | |
| Fidelity Advisor Strategic Income I | — | — | — | $222K | 0.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $128K | 0.5% | |
| Vanguard Target Retirement 2025 | — | — | — | $128K | 0.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $123K | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $123K | 0.5% | |
| PIMCO International Bond (USD-Hedged) Instl | — | — | — | $115K | 0.5% | |
| Vanguard MidCap Value Index | — | — | — | $109K | 0.5% | |
| American Funds New World | — | — | — | $76K | 0.3% | |
| Vanguard Total Instl Index Adm | — | — | — | $68K | 0.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $36K | 0.2% | |
| Fidelity Extended Market Index | — | — | — | $30K | 0.1% | |
| Fidelity 500 Index | — | — | — | $27K | 0.1% | |
| Franklin Small Cap Growth Adv | — | — | — | $26K | 0.1% | |
| Dodge & Cox International Stock I | — | — | — | $18K | <0.1% | |
| Goldman Sachs GQF Partners Intl Opportunities R6 | — | — | — | $17K | <0.1% | |
| Fidelity International Index | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $17K | <0.1% | |
| Nationwide Loomis All Cap Growth R6 | — | — | — | $16K | <0.1% | |
| Avantis US Large Cap Value Inst | — | — | — | $15K | <0.1% | |
| JPMorgan Equity Income R5 | — | — | — | $15K | <0.1% | |
| Fidelity US Bond Index | — | — | — | $13K | <0.1% | |
| Avantis US Small Cap Value Fund | — | — | — | $13K | <0.1% | |
| PGIM Total Return Bond R6 | — | — | — | $13K | <0.1% | |
| BlackRock High Yield Bond Portfolio K | — | — | — | $11K | <0.1% | |
| MFS MidCap Growth R6 | — | — | — | $8K | <0.1% | |
| Legal & General Commodity Strategy Fund | — | — | — | $8K | <0.1% | |
| Diamond Hill MidCap I | — | — | — | $8K | <0.1% | |
| Principal Global Real Estate R6 | — | — | — | $8K | <0.1% | |
| PIMCO Real Return Inst | — | — | — | $6K | <0.1% | |
| Vanguard Explorer Admiral | — | — | — | $5K | <0.1% | |
| Avantis US Small Cap Value Inst | — | — | — | $5K | <0.1% | |
| AB Global Fund - Class Z | — | — | — | $5K | <0.1% | |
| Federated Hermes Government Obligations Premier | — | — | — | $2K | <0.1% | |
| BlackRock Total Return K | — | — | — | $994 | <0.1% |