Back to filter
Original filing (PDF)20250930051236NAL0028552738001
CENTERPOINT PROPERTIES TRUST
Form 5500
FILING_RECEIVED
CENTERPOINT PROPERTIES TRUST 401(K) PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
179
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.8M
How this plan invests
This plan
1 pooled trust
Schedule D
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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTERPOINT PROPERTIES TRUST.
Plan sponsor
Name
CENTERPOINT PROPERTIES TRUST
EIN
36-3910279
Address
1808 SWIFT DIRVE · OAKBROOK, IL · 60523
Phone
(630) 586-8160
Industry
Real Estatesee 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
2025-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
Investments
32 direct securities · 1 pooled fund· $55.6M(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.
Registered Investment Companies
$54.1M
32 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $8.6M | 15.5% | |
| FIDELITY GROWTH COMPANY - K | Registered Investment Companies | — | — | $7.8M | 14.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.1M | 9.1% | |
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $5.0M | 8.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $4.7M | 8.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $2.2M | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 3.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.1M | 3.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.0M | 3.5% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| FID DIVERSIFIED INTL K | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| MACQUARIE EMERGING MKTS INST | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $970K | 1.7% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $841K | 1.5% | |
| BARON SMALL CAP INSTL | Registered Investment Companies | — | — | $810K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $743K | 1.3% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $719K | 1.3% | |
| FID NATURAL RESOURCES | Registered Investment Companies | — | — | $584K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $570K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $447K | 0.8% | |
| FRA CONVERTIBLE SECURITIES R6 | Registered Investment Companies | — | — | $400K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $381K | 0.7% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $320K | 0.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $300K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $284K | 0.5% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $186K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $42K | <0.1% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $39K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $9K | <0.1% |