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Original filing (PDF)20251013131352NAL0002016480001
OUTFORM GROUP, INC.
Form 5500
FILING_RECEIVED
OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
397
Accounts w/ balance
517
Plan assets (EOY)
$59.5M
Net assets (EOY)
$59.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 131% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OUTFORM GROUP, INC..
Plan sponsor
Name
OUTFORM GROUP, INC.
EIN
36-2059719
Address
4300 W 47TH STREET · CHICAGO, IL · 60632
Phone
(773) 927-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LLC | — | DEERFIELD, IL | NONE | $141K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $78K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $59.4M(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
$57.5M
27 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Growth Index Fund ADM | — | — | — | $11.0M | 18.5% | |
| Vanguard Funds 500 Index Fund ADM | — | — | — | $7.0M | 11.8% | |
| Vanguard Funds Value Index Fund ADM | — | — | — | $4.9M | 8.3% | |
| Vanguard Funds Target Retirement 2050 Fund | — | — | — | $4.1M | 6.9% | |
| Vanguard Funds Target Retirement 2025 Fund | — | — | — | $2.9M | 4.8% | |
| Vanguard Funds Target Retirement 2045 Fund | — | — | — | $2.6M | 4.3% | |
| American Funds Europacific Growth Fund Class R6 | — | — | — | $2.2M | 3.7% | |
| Vanguard Funds Balanced Index Fund ADM | — | — | — | $2.1M | 3.6% | |
| Metropolitan West Funds Total Return Bond Fund Class I | — | — | — | $2.0M | 3.4% | |
| Vanguard Funds Target Retirement 2030 Fund | — | — | — | $2.0M | 3.4% | |
| Vanguard Funds Target Retirement 2035 Fund | — | — | — | $1.9M | 3.2% | |
| Vanguard Funds Small Cap Value Index Fund ADM | — | — | — | $1.9M | 3.1% | |
| ONEAMERICA STABLE VALUE Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| Vanguard Funds Target Retirement 2040 Fund | — | — | — | $1.6M | 2.8% | |
| Vanguard Funds Mid-cap Growth Index Fund ADM | — | — | — | $1.6M | 2.7% | |
| Vanguard Funds Mid-cap Value Index Fund ADM | — | — | — | $1.5M | 2.6% | |
| PIMCO Institutional Income Fund Institutional | — | — | — | $1.5M | 2.6% | |
| Vanguard Funds Small Cap Growth Index Fund ADM | — | — | — | $1.2M | 2.1% | |
| Vanguard Funds Total International Stock Index Fund ADM | — | — | — | $1.2M | 2.1% | |
| Vanguard Funds Small Cap Index Fund ADM | — | — | — | $1.2M | 2.0% | |
| Vanguard Funds Target Retirement 2020 Fund | — | — | — | $760K | 1.3% | |
| Vanguard Funds Mid-cap Index Fund ADM | — | — | — | $667K | 1.1% | |
| Vanguard Funds Target Retirement Income Fund | — | — | — | $476K | 0.8% | |
| DoubleLine Funds Total Return Bond Fund Class I | — | — | — | $438K | 0.7% | |
| Participants Participant loans (maturing 2025 to 2031 at interest rates ranging from 4.25% to 9.50% per annum) | — | — | — | $297K | 0.5% | |
| Allspring Growth Fund Institutional | — | — | — | $170K | 0.3% | |
| William Blair Funds Small Cap Growth Fund Class I | — | — | — | $66K | 0.1% | |
| JP Morgan Funds Value Advantage Fund Class L | — | — | — | $38K | <0.1% |
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