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Original filing (PDF)20250909153312NAL0012954435001
CONTINENTAL INSURANCE GROUP, LTD
Form 5500
FILING_RECEIVED
CONTINENTAL INSURANCE GROUP, LTD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
252
Accounts w/ balance
259
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
84 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
- 86 bps in Schedule C fees — 195% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL INSURANCE GROUP, LTD.
Plan sponsor
Name
CONTINENTAL INSURANCE GROUP, LTD
EIN
37-1781514
Address
11001 LAKELINE BLVD, SUITE 120 · AUSTIN, TX · 78717
Phone
(212) 339-5175
Industry
Finance & Insurancesee 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
2025-09-09
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $71K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | NONE | $54K | — |
Investments
80 direct securities· $28.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Investor Fund " | — | — | — | $2.3M | 15.9% | |
| Vngrd Trgt Rtrmt 2035 | — | — | — | $2.3M | 15.9% | |
| Vanguard Target Retirement 2040 Investor Fund " | — | — | — | $2.2M | 14.8% | |
| Vngrd Trgt Rtrmt 2040 | — | — | — | $2.2M | 14.8% | |
| Vanguard Target Retirement 2045 Investor Fund " | — | — | — | $2.1M | 14.3% | |
| Vngrd Trgt Rtrmt 2045 | — | — | — | $2.1M | 14.3% | |
| Vngrd Trgt Rtrmt 2030 | — | — | — | $1.7M | 11.7% | |
| Vanguard Target Retirement 2030 Investor Fund " | — | — | — | $1.7M | 11.7% | |
| Vngrd Trgt Rtrmt 2055 | — | — | — | $1.1M | 7.8% | |
| Vanguard Target Retirement 2055 Investor Fund " | — | — | — | $1.1M | 7.8% | |
| Vanguard Target Retirement 2050 Investor Fund " | — | — | — | $993K | 6.8% | |
| Vngrd Trgt Rtrmt 2050 | — | — | — | $993K | 6.8% | |
| Fidelity 500 Index Fund " | — | — | — | $851K | 5.8% | |
| Fid 500 Indx | — | — | — | $851K | 5.8% | |
| Jpm Lgcap Gr R6 | — | — | — | $479K | 3.3% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $479K | 3.3% | |
| Vngrd Trgt Rtrmt 2060 | — | — | — | $461K | 3.2% | |
| Vanguard Target Retirement 2060 Investor Fund " | — | — | — | $461K | 3.2% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $240K | 1.6% | |
| Vanguard Target Retirement 2025 Investor Fund " | — | — | — | $230K | 1.6% | |
| Vngrd Trgt Rtrmt 2025 | — | — | — | $230K | 1.6% | |
| Vngrd Mid-Cap Idx Fd As | — | — | — | $208K | 1.4% | |
| Vngrd Trgt Rtrmt 2020 | — | — | — | $202K | 1.4% | |
| Vanguard Target Retirement 2020 Investor Fund " | — | — | — | $202K | 1.4% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $176K | 1.2% | |
| Vngrd Trgt Rtrmt | — | — | — | $176K | 1.2% | |
| Amfds New Wld R6 | — | — | — | $142K | 1.0% | |
| American Funds New World R6 Fund " | — | — | — | $142K | 1.0% | |
| Fed Hrms Gov Oblgtns Prmr | — | — | — | $132K | 0.9% | |
| Federated Hermes Government Obligations Premier Fund " | — | — | — | $132K | 0.9% | |
| Vanguard Small-Cap Index Admiral Fund " | — | — | — | $121K | 0.8% | |
| Vngrd Sm Cap Indx Fd | — | — | — | $121K | 0.8% | |
| American Funds New Perspective R6 Fund " | — | — | — | $109K | 0.7% | |
| Amfds New Prspct R6 | — | — | — | $109K | 0.7% | |
| Vngrd Target Rtrmt 2070 246 Vngrd Fed Money Mkt | — | — | — | $92K | 0.6% | |
| JPMorgan Mid Cap Growth R5 Fund " | — | — | — | $86K | 0.6% | |
| Jpm Mdcap Gr R5 | — | — | — | $86K | 0.6% | |
| DFA U.S. Targeted Value Institutional Fund " | — | — | — | $83K | 0.6% | |
| Dfa US Trgt Val Inst | — | — | — | $83K | 0.6% | |
| Dfa US Smcap INST | — | — | — | $67K | 0.5% | |
| DFA U.S. Small Cap Institutional Fund " | — | — | — | $67K | 0.5% | |
| PGIM Hi Yld R6 | — | — | — | $65K | 0.4% | |
| Vanguard Developed Markets Index Admiral Fund " | — | — | — | $54K | 0.4% | |
| Vngrd Devl Mkt Indx Adml | — | — | — | $54K | 0.4% | |
| American Funds American Balanced R6 Fund " | — | — | — | $53K | 0.4% | |
| Amfds Am Bal R6 | — | — | — | $53K | 0.4% | |
| Vanguard Balanced Index Admiral Fund " | — | — | — | $52K | 0.4% | |
| Vngrd Bal Indx Adml | — | — | — | $52K | 0.4% | |
| Vngrd Wndsr II Adml | — | — | — | $43K | 0.3% | |
| Vanguard Windsor II Admiral Fund " | — | — | — | $43K | 0.3% | |
| Vngrd Wlsly Inc Adml | — | — | — | $39K | 0.3% | |
| Vanguard Wellesley Income Admiral Fund " | — | — | — | $39K | 0.3% | |
| DFA International Core Equity Institutional Fund " | — | — | — | $34K | 0.2% | |
| Vanguard Target Retirement 2065 Investor Fund " | — | — | — | $32K | 0.2% | |
| Vngrd Trgt Rtrmt 2065 | — | — | — | $32K | 0.2% | |
| BlackRock Global Allocation Institutional Fund " | — | — | — | $32K | 0.2% | |
| Blkrk Glbl Alloc Inst | — | — | — | $32K | 0.2% | |
| JPMorgan U.S. Research Enhanced Equity R6 Fund " | — | — | — | $30K | 0.2% | |
| JPM Usrsrchenhcdeq R6 | — | — | — | $30K | 0.2% | |
| Amcent Smcap Gr R6 | — | — | — | $27K | 0.2% | |
| American Century Small Cap Growth R6 Fund Mutual fund | — | — | — | $27K | 0.2% | |
| MFS International Growth R6 Fund " | — | — | — | $19K | 0.1% | |
| Pioneer Bond Y Fund " | — | — | — | $16K | 0.1% | |
| Pionr Bd Y | — | — | — | $16K | 0.1% | |
| Mfs Mdcap Val R6 | — | — | — | $8K | <0.1% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $8K | <0.1% | |
| Fidelity Total Market Index Fund " | — | — | — | $6K | <0.1% | |
| Fid Ttl Mkt Indx | — | — | — | $6K | <0.1% | |
| Fidelity Real Estate Index Fund " | — | — | — | $2K | <0.1% | |
| Fid Realest Indx | — | — | — | $2K | <0.1% | |
| Fidelity International Index Fund " | — | — | — | $2K | <0.1% | |
| Fid Intl Indx | — | — | — | $2K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund " | — | — | — | $2K | <0.1% | |
| Fid Infl Prtct Bd Indx | — | — | — | $2K | <0.1% | |
| DFA Inflation-Protected Securities Institutional Fund " | — | — | — | $2K | <0.1% | |
| Dfa Infl Prtct Sec Inst | — | — | — | $2K | <0.1% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $2K | <0.1% | |
| Fid Emrg Mkt Indx | — | — | — | $2K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund " | — | — | — | $2K | <0.1% | |
| Fid Intmd Trsry Bd Indx | — | — | — | $2K | <0.1% |