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Original filing (PDF)20250828160823NAL0005681043001
GODFREY & KAHN, S.C.
Form 5500
FILING_RECEIVED
GODFREY & KAHN, S.C. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
360
Accounts w/ balance
492
Plan assets (EOY)
$255.2M
Net assets (EOY)
$255.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GODFREY & KAHN, S.C..
Plan sponsor
Name
GODFREY & KAHN, S.C.
EIN
39-1128206
Address
833 EAST MICHIGAN STREET · SUITE 1800 · MILWAUKEE, WI · 532025615
Phone
(414) 273-3500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
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
BAKER TILLY US, 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 | $100K | — |
| ROBERT W BAIRD | 39-6037917 | — | NONE | $75K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
29 direct securities · 2 pooled funds· $261.1M(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
$205.2M
28 holdings
Common Collective Trust
$52.0M
2 holdings
Mutual Funds
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index N/R | — | — | — | $51.6M | 20.2% | |
| PRINCIPAL BLUE CHIP FD T-I WILMINGTON TRUST CIT PRINCIPAL BLUE CHIP EQUITY FUND · EIN 38-7275324 / PN 001 | Common Collective Trust | — | — | $34.8M | 13.6% | |
| Dodge & Cox Stock Cl I N/R | — | — | — | $24.9M | 9.7% | |
| T ROWE PRICE STABLE VALUE FUND T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $17.2M | 6.7% | |
| American Funds Europacific Growth R6 N/R | — | — | — | $14.4M | 5.6% | |
| Carillon Eagle Mid Cap Growth Fund R5 N/R | — | — | — | $11.0M | 4.3% | |
| Vanguard Mid-Cap Index Fund N/R | — | — | — | $9.9M | 3.9% | |
| TCW MetWest Total Return Bd Admin N/R | — | — | — | $8.2M | 3.2% | |
| Vanguard Small Cap Index l N/R | — | — | — | $8.1M | 3.2% | |
| Macquarie Mid Cap Income Opportunities Fund Instl N/R | — | — | — | $8.0M | 3.1% | |
| Fidelity Freedom Index 2030 N/R | — | — | — | $7.7M | 3.0% | |
| Fidelity Freedom Index 2035 N/R | — | — | — | $7.1M | 2.8% | |
| Vanguard Total Bond Market Index Fund N/R | — | — | — | $7.0M | 2.8% | |
| Vanguard Total Intl Stock Index I N/R | — | — | — | $6.6M | 2.6% | |
| Fidelity Freedom Index 2050 Instl Prem Fidelity Freedom Index 2050 Instl Pr | — | — | $5.5M | $5.8M | 2.3% | |
| Fidelity Freedom Index 2050 N/R | — | — | — | $5.6M | 2.2% | |
| Fidelity Freedom Index 2025 N/R | — | — | — | $4.3M | 1.7% | |
| American Century Small Cap Value R6 N/R | Mutual Funds | — | — | $4.0M | 1.5% | |
| Fidelity Freedom Index 2040 N/R | — | — | — | $3.6M | 1.4% | |
| Fidelity Freedom Index 2040 Instl Prem Fidelity Freedom Index 2040 Instl Pr | — | — | $3.1M | $3.4M | 1.3% | |
| Franklin Small Cap Growth II Adv N/R | — | — | — | $3.1M | 1.2% | |
| Fidelity Freedom Index 2045 N/R | — | — | — | $3.0M | 1.2% | |
| Fidelity Freedom Index 2020 Instl Prem Fidelity Freedom Index 2020 Instl Pr | — | — | $2.8M | $2.8M | 1.1% | |
| Pimco All Asset Fund-Institutional N/R | — | — | — | $2.4M | 0.9% | |
| Fidelity Freedom Index 2055 N/R | — | — | — | $2.4M | 0.9% | |
| Fidelity Freedom Index 2060 N/R | — | — | — | $1.8M | 0.7% | |
| Fidelity Freedom Index 2015 N/R | — | — | — | $1.1M | 0.4% | |
| Fidelity Freedom Index Income InstlPrem Fidelity Freedom Index Income InstlP | — | — | $520K | $527K | 0.2% | |
| Fidelity Freedom Index 2065 N/R | — | — | — | $341K | 0.1% | |
| Participant Loans Interest rates: 2.38% - 8.50% $0 | — | — | — | $290K | 0.1% | |
| VALUE Participant Loan Master Participant Loan Master Participant Loan | — | — | $290K | $290K | 0.1% |