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Original filing (PDF)20251010111531NAL0012414208001
CONTINENTAL MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
CONTINENTAL MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
450
Accounts w/ balance
515
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
35 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
- 76 bps in Schedule C fees — 164% 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 MANAGEMENT, LLC.
Plan sponsor
Name
CONTINENTAL MANAGEMENT, LLC
EIN
38-0214031
Address
32500 TELEGRAPH ROAD, SUITE 100 · BINGHAM FARMS, MI · 48025
Phone
(248) 731-7810
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY TRUST COMPANY | 04-3511550 | — | CUSTODIAN | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $65K | — |
Investments
30 direct securities · 6 pooled funds· $13.4M(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
$10.7M
30 holdings
Common Collective Trust
$2.7M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.6M | 19.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.8M | 13.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 10.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $831K | 6.4% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $821K | 6.3% | |
| Notes receivable from participants | — | — | $0 | $569K | 4.4% | |
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $540K | 4.1% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $470K | 3.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $459K | 3.5% | |
| MetLife GAC Series 250530 0 | — | — | — | $391K | 3.0% | |
| MET MASTER TRUST 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $391K | 3.0% | |
| Vanguard 500 Index Fund | — | — | — | $375K | 2.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $323K | 2.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $318K | 2.4% | |
| SPA CONSERVATIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $305K | 2.3% | |
| Vanguard Target Retirement 2040 fund | — | — | — | $300K | 2.3% | |
| MFS Growth R6 Fund | — | — | — | $267K | 2.0% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $202K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $183K | 1.4% | |
| Putnam Large Cap Value R6 Fund | — | — | — | $162K | 1.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $129K | 1.0% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $119K | 0.9% | |
| Dreyfus Natural Resources I Fund | — | — | — | $92K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm Fund | — | — | — | $88K | 0.7% | |
| Vanguard Small-Cap Index Fund | — | — | — | $77K | 0.6% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $60K | 0.5% | |
| American Funds Europacific Growth Fund | — | — | — | $45K | 0.3% | |
| Virtus Seix High Income Fund | — | — | — | $24K | 0.2% | |
| Putnam Small Cap Growth R6 Fund | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $18K | 0.1% | |
| Vanguard REIT Index Fund | — | — | — | $17K | 0.1% | |
| American Beacon Small Cap Value Fund | — | — | — | $13K | <0.1% | |
| DFA Inflation Protected Securities Fund | — | — | — | $10K | <0.1% | |
| MFS Mid Cap Growth Fund | — | — | — | $6K | <0.1% | |
| DFA Global Real Estate Securiries Portfolio | — | — | — | $6K | <0.1% | |
| DFA Emerging Markets Fund | — | — | — | $5K | <0.1% |
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