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Original filing (PDF)20250916075526NAL0001055123001
C.R. MEYER AND SONS COMPANY
Form 5500
FILING_RECEIVED
C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
265
Accounts w/ balance
278
Plan assets (EOY)
$58.1M
Net assets (EOY)
$58.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.R. MEYER AND SONS COMPANY.
Plan sponsor
Name
C.R. MEYER AND SONS COMPANY
EIN
39-0467980
Address
895 W 20TH AVENUE · P.O. BOX 2157 · OSHKOSH, WI · 549032157
Phone
(920) 235-3350
Industry
Constructionsee 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
2025-09-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $50K | — |
| ONEAMERICA INVESTMENT ADVISORY | 81-3920167 | — | NONE | $16K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $56.6M(97% 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
$52.6M
29 holdings
Common Collective Trust
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Vanguard Institutional Index I | — | — | — | $9.2M | 15.9% | |
| T. Rowe Price Growth Stock T. Rowe Price Growth Stock | — | — | — | $4.9M | 8.5% | |
| ONEAMERICA STABLE VALUE FUND CL Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2035 Inv | — | — | — | $3.2M | 5.5% | |
| Columbia Capital Allocation Mod Inst Columbia Capital Allocation Mod Inst | — | — | — | $2.6M | 4.5% | |
| John Hancock Disciplined Value Mid Cap A John Hancock Disciplined Value Mid Ca | — | — | — | $2.4M | 4.1% | |
| Value of Interest in Registered Investment Companies American Funds Europacific Growth R6 American Funds Europacific Growth R6 | — | — | — | $2.3M | 4.0% | |
| T. Rowe Price Mid-Cap Growth T. Rowe Price Mid-Cap Growth | — | — | — | $2.2M | 3.8% | |
| Vanguard Small Cap Index Adm Vanguard Small Cap Index Adm | — | — | — | $2.2M | 3.7% | |
| PIMCO Total Return A PIMCO Total Return A | — | — | — | $2.2M | 3.7% | |
| Vanguard Equity-Income Adm Vanguard Equity-Income Adm | — | — | — | $2.0M | 3.5% | |
| Vanguard Explorer Adm Vanguard Explorer Adm | — | — | — | $1.9M | 3.3% | |
| PIMCO Income Instl PIMCO Income Instl | — | — | — | $1.9M | 3.3% | |
| Columbia Capital Allocation Aggressive Portfolio Instl Columbia Capital Allocation Aggressiv | — | — | — | $1.7M | 2.9% | |
| Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2030 Inv | — | — | — | $1.5M | 2.6% | |
| Columbia Capital Alloc Mod Agrsv Inst Columbia Capital Alloc Mod Agrsv Inst | — | — | — | $1.3M | 2.3% | |
| Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2045 Inv | — | — | — | $1.3M | 2.3% | |
| Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2025 Inv | — | — | — | $1.3M | 2.3% | |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv | — | — | — | $1.3M | 2.3% | |
| Vanguard Mid Cap Index Admiral Vanguard Mid Cap Index Admiral | — | — | — | $1.3M | 2.3% | |
| Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2060 Inv | — | — | — | $875K | 1.5% | |
| Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2050 Inv | — | — | — | $833K | 1.4% | |
| Vanguard Target Retirement Income Inv Vanguard Target Retirement Income Inv | — | — | — | $742K | 1.3% | |
| Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2055 Inv | — | — | — | $736K | 1.3% | |
| American Funds New World R6 American Funds New World R6 | — | — | — | $672K | 1.2% | |
| Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2020 Inv | — | — | — | $551K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Vanguard Small Cap Value Index Admira | — | — | — | $497K | 0.9% | |
| Vanguard Developed Markets Index Admiral Vanguard Developed Markets Index Admi | — | — | — | $457K | 0.8% | |
| Columbia Fds Ser Tr II Mass Capital Alloc I Columbia Fds Ser Tr II Mass Capital A | — | — | — | $152K | 0.3% | |
| Vanguard Target Retirement 2065 Inv Vanguard Target Retirement 2065 Inv | — | — | — | $122K | 0.2% |