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Original filing (PDF)20251001143929NAL0005982995001
CHICAGO WHITE SOX
Form 5500
FILING_RECEIVED
CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
405
Accounts w/ balance
214
Plan assets (EOY)
$35.1M
Net assets (EOY)
$35.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICAGO WHITE SOX.
Plan sponsor
Name
CHICAGO WHITE SOX
EIN
36-3106589
Address
333 W 35TH ST · CHICAGO, IL · 606163651
Phone
(312) 674-5508
Industry
Arts, Entertainment, Recreationsee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $63K | — |
Investments
27 direct securities · 4 pooled funds· $35.1M(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
$26.1M
27 holdings
Pooled Separate Account
$9.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $22K | $7.4M | 21.0% | |
| T. Rowe Price Growth Stock R Fund | — | — | $60K | $5.7M | 16.4% | |
| Dodge & Cox Stock Fund | — | — | $19K | $4.8M | 13.7% | |
| Principal Fixed Income Guaranteed Option* | — | — | — | $2.6M | 7.6% | |
| American Funds EuroPacific Growth R6 Fund | — | — | $27K | $1.4M | 4.1% | |
| JP Morgan Diversified A Fund | — | — | $79K | $1.2M | 3.5% | |
| Lord Abbett High Yield R6 Fund | — | — | $169K | $1.1M | 3.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $7K | $1.0M | 2.9% | |
| Vanguard Target Retirement 2055 Investment Fund | — | — | $14K | $796K | 2.3% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | $8K | $699K | 2.0% | |
| Vanguard Target Retirement 2050 Investment Fund | — | — | $14K | $674K | 1.9% | |
| Vanguard Target Retirement Income Investment Fund | — | — | $50K | $648K | 1.8% | |
| Vanguard Target Retirement 2030 Investment Fund | — | — | $16K | $589K | 1.7% | |
| Principal Global Investors Mid-Cap Growth Institutional Fund | — | — | $50K | $586K | 1.7% | |
| Fidelity Worldwide Fund | — | — | $14K | $492K | 1.4% | |
| Vanguard Selected Value Investor Fund | — | — | $17K | $461K | 1.3% | |
| BlackRock Advantage Small Cap Growth Equity I Fund | — | — | $21K | $452K | 1.3% | |
| Vanguard Target Retirement 2060 Investment Fund | — | — | $9K | $444K | 1.3% | |
| Vanguard Target Retirement 2035 Investment Fund | — | — | $18K | $434K | 1.2% | |
| Vanguard Target Retirement 2045 Investment Fund | — | — | $14K | $416K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $4K | $387K | 1.1% | |
| Vanguard Target Retirement 2025 Investment Fund | — | — | $19K | $358K | 1.0% | |
| Vanguard Target Retirement 2070 Investment Fund | — | — | $13K | $357K | 1.0% | |
| American Funds New World R6 Fund | — | — | $4K | $344K | 1.0% | |
| Nuveen Real Estate Securities R6 Fund | — | — | $20K | $310K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $3K | $288K | 0.8% | |
| Participant loans* | — | — | — | $282K | 0.8% | |
| PIMCO Real Return Institutional Fund | — | — | $25K | $253K | 0.7% | |
| Vanguard Target Retirement 2040 Investment Fund | — | — | $4K | $180K | 0.5% | |
| Vanguard Target Retirement 2065 Investment Fund | — | — | $5K | $160K | 0.5% | |
| Vanguard Target Retirement 2020 Investment Fund | — | — | $5K | $144K | 0.4% |
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