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Original filing (PDF)20250827135415NAL0016678176001
COOK GROUP INCORPORATED
Form 5500
FILING_RECEIVED
COOK GROUP INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8,546
Accounts w/ balance
10,760
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
33 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 (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOK GROUP INCORPORATED.
Plan sponsor
Name
COOK GROUP INCORPORATED
EIN
35-1084188
Address
P.O. BOX 1608 · BLOOMINGTON, IN · 47401
Phone
(812) 331-1025
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
2025-08-27
Pension benefit codes
2E · Profit-sharing
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
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $359K | — |
Investments
33 direct securities· $1.4B(99% of reported assets)
Uncategorized
$1.3B
32 holdings
Mutual Funds
$49.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund 6,159,321 shares | — | — | $6.2M | $187.3M | 13.6% | |
| American Funds Target Date 2030 Fund 6,593,756 shares | — | — | $6.6M | $114.0M | 8.3% | |
| American Funds Target Date 2040 Fund 5,356,056 shares | — | — | $5.4M | $110.1M | 8.0% | |
| Fidelity 500 Index Fund 537,171 shares | — | — | $537K | $109.7M | 8.0% | |
| American Funds Target Date 2045 Fund 4,539,024 shares | — | — | $4.5M | $96.2M | 7.0% | |
| American Funds Target Date 2050 Fund 4,590,443 shares | — | — | $4.6M | $95.9M | 7.0% | |
| American Funds Target Date 2035 Fund 4,569,427 shares | — | — | $4.6M | $87.0M | 6.3% | |
| American Funds Target Date 2055 Fund 2,081,646 shares | — | — | $2.1M | $55.0M | 4.0% | |
| Columbia Dividend Income Fund 1,592,695 shares | — | — | $1.6M | $52.6M | 3.8% | |
| PIMCO Total Return Fund 5,781,959 shares | Mutual Funds | — | $5.8M | $49.0M | 3.6% | |
| Goldman Sachs GQG Partners International Opportunities Fund 2,494,065 shares | — | — | $2.5M | $48.8M | 3.5% | |
| Guaranteed Interest Account *New York Life Guaranteed Interest Account 3.00% | — | — | — | $45.5M | 3.3% | |
| American Funds Target Date 2025 Fund 2,931,153 shares | — | — | $2.9M | $44.5M | 3.2% | |
| American Funds Target Date 2060 Fund 2,356,429 shares | — | — | $2.4M | $42.3M | 3.1% | |
| Parnassus Core Equity Fund 619,496 shares | — | — | $619K | $36.9M | 2.7% | |
| American Funds Target Date 2020 Fund 2,596,167 shares | — | — | $2.6M | $34.9M | 2.5% | |
| Fidelity Puritan Fund 813,509 shares | — | — | $814K | $20.2M | 1.5% | |
| Participant Loans Maturing January 2025 through November 2039, 4.25% - 9.50% | — | — | — | $19.2M | 1.4% | |
| Vanguard Strategic Equity Fund 487,328 shares | — | — | $487K | $17.6M | 1.3% | |
| Fidelity Low Priced Stock Fund 950,490 shares | — | — | $950K | $13.9M | 1.0% | |
| Fidelity Mid Cap Index Fund 349,601 shares | — | — | $350K | $11.8M | 0.9% | |
| Fidelity Small Cap Growth Fund 651,687 shares | — | — | $652K | $11.6M | 0.8% | |
| Fidelity Small Cap Index Fund 366,998 shares | — | — | $367K | $10.2M | 0.7% | |
| Undiscovered Managers Behavioral Value Fund 113,901 shares | — | — | $114K | $9.6M | 0.7% | |
| American Funds Target Date 2015 Fund 518,303 shares | — | — | $518K | $6.3M | 0.5% | |
| BlackRock Strategic Income Opportunities Portfolio 626,236 shares | — | — | $626K | $5.9M | 0.4% | |
| American Funds Target Date 2010 Fund 445,472 shares | — | — | $445K | $5.2M | 0.4% | |
| BlackRock 80/20 Target Allocation Fund 293,515 shares | — | — | $294K | $4.9M | 0.4% | |
| BlackRock Managed Income Fund 493,861 shares | — | — | $494K | $4.6M | 0.3% | |
| BlackRock 60/40 Target Allocation Fund 186,690 shares | — | — | $187K | $2.8M | 0.2% | |
| BlackRock 40/60 Target Allocation Fund 167,771 shares | — | — | $168K | $2.1M | 0.2% | |
| American Funds Target Date 2065 Fund 8,671 shares | — | — | $9K | $152K | <0.1% | |
| American Funds Target Date 2070 Fund 6,503 shares | — | — | $7K | $71K | <0.1% |
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