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Original filing (PDF)20250911100550NAL0000152467001
CHAMBERS & OWEN, INC.
Form 5500
FILING_RECEIVED
CHAMBERS & OWEN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
112
Accounts w/ balance
115
Plan assets (EOY)
$33.0M
Net assets (EOY)
$33.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TotalValue of Interest in Registered Investment Companies" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMBERS & OWEN, INC..
Plan sponsor
Name
CHAMBERS & OWEN, INC.
EIN
39-1285594
Address
1733 MORSE STREET · JANESVILLE, WI · 53545
Phone
(608) 752-7865
Industry
Wholesale Tradesee 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
2025-09-11
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)
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 |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $57K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $26K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
28 direct securities · 3 pooled funds· $67.4M(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
$62.3M
27 holdings
Common Collective Trust
$4.8M
3 holdings
Mutual Funds
$302K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TotalValue of Interest in Registered Investment Companies | — | — | $26.4M | $27.9M | 84.4% | |
| Vanguard Funds Vanguard Target Retirement 2025 N/R | — | — | — | $5.6M | 16.9% | |
| Vanguard Funds Vanguard Target Retirement 2030 N/R | — | — | — | $5.0M | 15.0% | |
| TotalValue of Interest in Common / Collective Trusts | — | — | $4.6M | $4.8M | 14.6% | |
| GREAT GRAY TRUST STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065313 / PN 399 | Common Collective Trust | — | — | $3.5M | 10.7% | |
| Fidelity Investments Fidelity® 500 Index Institutional Prem N/R | — | — | — | $2.4M | 7.2% | |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv 1,715,561.21 | — | — | $1.7M | $1.9M | 5.7% | |
| Vanguard Funds Vanguard Target Retirement 2035 N/R | — | — | — | $1.8M | 5.3% | |
| Harbor Capital Appreciation Instl N/R | — | — | — | $1.6M | 4.8% | |
| Dodge & Cox Dodge & Cox Stock Cl N/R | — | — | — | $1.4M | 4.3% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | $1.2M | $1.3M | 3.9% | |
| Great Gray Great Gray EuroPacific Growth Trust N/R | — | — | — | $1.3M | 3.9% | |
| Vanguard Funds Vanguard Target Retirement 2020 N/R | — | — | — | $1.2M | 3.7% | |
| Dodge & Cox Dodge & Cox Income Cl N/R | — | — | — | $1.1M | 3.5% | |
| Vanguard Funds Vanguard Mid Cap Index Admiral N/R | — | — | — | $999K | 3.0% | |
| Vanguard Funds Vanguard Small Cap Index Adm N/R | — | — | — | $836K | 2.5% | |
| Pioneer Investments Pioneer Strategic Income Y N/R | — | — | — | $629K | 1.9% | |
| Vanguard Funds Vanguard Target Retirement 2045 N/R | — | — | — | $598K | 1.8% | |
| Vanguard Funds Vanguard Total Bond Market Index N/R | — | — | — | $523K | 1.6% | |
| Vanguard Funds Vanguard Target Retirement 2050 N/R | — | — | — | $523K | 1.6% | |
| Vanguard Funds Vanguard Target Retirement Income N/R | — | — | — | $413K | 1.2% | |
| TotalParticipant Loans Rate Range 3.25%-9.75 | — | — | $374K | $374K | 1.1% | |
| Participant Loans Interest rates: 8.50-9.75% $0 | — | — | — | $328K | 1.0% | |
| Dimensional Fund Advisors DFA International Small Company N/R | Mutual Funds | — | — | $302K | 0.9% | |
| Vanguard Funds Vanguard Target Retirement 2055 N/R | — | — | — | $256K | 0.8% | |
| Vanguard Funds Vanguard Real Estate Index Admiral N/R | — | — | — | $222K | 0.7% | |
| Vanguard Funds Vanguard Target Retirement 2060 N/R | — | — | — | $206K | 0.6% | |
| Dimensional Fund Advisors DFA Emerging Markets Fund N/R | — | — | — | $192K | 0.6% | |
| Vanguard Funds Vanguard Inflation-Protected Secs N/R | — | — | — | $138K | 0.4% | |
| Vanguard Funds Vanguard Target Retirement 2065 N/R | — | — | — | $126K | 0.4% | |
| GREAT GRAY TRUST EMERGING MKTS FD GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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