Original filing (PDF)20251015095859NAL0008961986001

KOLBE & KOLBE MILLWORK CO., INC.

Name: KOLBE & KOLBE MILLWORK CO., INC. — KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: KOLBE & KOLBE MILLWORK CO., INC.

Form 5500

FILING_RECEIVED

KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

892

Accounts w/ balance

1,070

Plan assets (EOY)

$99.3M

Net assets (EOY)

$99.3M

How this plan invests

This plan

15 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOLBE & KOLBE MILLWORK CO., INC..

Plan sponsor

Name

KOLBE & KOLBE MILLWORK CO., INC.

EIN

39-1193314

Address

1323 S 11TH AVE · WAUSAU, WI · 544015980

Phone

(715) 842-5666

Industry

Manufacturingsee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$140K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

15 pooled funds· $71.8M(72% 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.

Investment	Type	Current value	% of plan
PRIN/ T ROWE INSTIT LGCAP GR CIT NA SEI TRUST COMANY · EIN 45-6648614 / PN 001	Common Collective Trust	$13.4M	13.5%
PRINCIPAL LT 2025 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009	Common Collective Trust	$12.0M	12.1%