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Original filing (PDF)20251015071546NAL0002042259001
LAUGHLIN / CONSTABLE, INC.
Form 5500
FILING_RECEIVED
LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
208
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAUGHLIN / CONSTABLE, INC..
Plan sponsor
Name
LAUGHLIN / CONSTABLE, INC.
EIN
39-1215645
Address
207 EAST MICHIGAN · MILWAUKEE, WI · 53202
Phone
(414) 270-7112
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $60K | — |
Investments
28 direct securities · 1 pooled fund· $26.2M(99% 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
$25.6M
27 holdings
Common Collective Trust
$542K
1 holding
Mutual Funds
$90K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | — | — | — | $5.8M | 22.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $3.0M | 11.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.5M | 9.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.5M | 9.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.4M | 8.9% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.0M | 7.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $992K | 3.8% | |
| Vanguard Target Retirement 2025 | — | — | — | $820K | 3.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $661K | 2.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $620K | 2.4% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $568K | 2.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $567K | 2.2% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $542K | 2.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $542K | 2.1% | |
| AllianceBernstein AB Large Cap Growth A | — | — | — | $539K | 2.0% | |
| Virtus KAR Small-Cap Growth Fund Class I | — | — | — | $470K | 1.8% | |
| Harbor Funds Harbor Small Cap Value Fund Institutional Class | — | — | — | $247K | 0.9% | |
| Diamond Hill Diamond Hill Large Cap Fund Class A | — | — | — | $220K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund Class A | — | — | — | $168K | 0.6% | |
| MFS Mid Cap Value Fund Class R3 | — | — | — | $157K | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $146K | 0.6% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $146K | 0.6% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $124K | 0.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $118K | 0.4% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $90K | 0.3% | |
| BlackRock High Yield Portfolio | — | — | — | $66K | 0.3% | |
| Pear Tree Funds Pear Tree Polaris Foreign Value Fund Class R6 | — | — | — | $34K | 0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $24K | <0.1% | |
| Western Asset Western Asset Core Plus Bond Fund | — | — | — | $16K | <0.1% |
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