William Gebhardt signed Corporate Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corporate Group, Inc.'s EIN is 39-1532865.
Download the official 2024 Form 5500 (PDF) for Corporate Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corporate Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | 39-6037917 | — | ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $2.6M | 12.0% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $2.4M | 11.2% | |
| Parnassus Core Eq Inv | Other securities | — | — | $2.2M | 9.9% | |
| FMI Common Stock | Common Stocks | — | — | $1.7M | 7.8% | |
| Standard Stable Asset Fund II | Other securities | — | — | $1.1M | 5.2% | |
| T. Rowe Price T. Rowe Price Ret 2030 I | Other securities | — | — | $1.1M | 5.0% | |
| T. Rowe Price T. Rowe Price Ret 2055 I | Other securities | — | — | $956K | 4.4% | |
| T. Rowe Price T. Rowe Price Ret 2045 I | Other securities | — | — | $950K | 4.4% | |
| Artisan Intl Val Inv | Other securities | — | — | $925K | 4.3% | |
| Amana Gr Instl | Other securities | — | — | $925K | 4.3% | |
| T. Rowe Price T. Rowe Price Ret 2050 I | Other securities | — | — | $907K | 4.2% | |
| T. Rowe Price T. Rowe Price Ret 2040 I | Other securities | — | — | $886K | 4.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $736K | 3.4% | |
| T. Rowe Price T. Rowe Price Ret 2065 I | Other securities | — | — | $731K | 3.4% | |
| Dodge & Cox Dodge & Cox Inc I | Mutual Funds | — | — | $682K | 3.1% | |
| T. Rowe Price T. Rowe Price Ret 2035 I | Other securities | — | — | $649K | 3.0% | |
| T. Rowe Price T. Rowe Price Ret 2010 I 392 T. Rowe Price T. Rowe Price Ret 2015 I 261 T. Rowe Price T. Rowe Price Ret 2020 I 261 T. Rowe Price T. Rowe Price Ret 2025 I | Other securities | — | — | $545K | 2.5% | |
| T. Rowe Price T. Rowe Price Ret 2060 I | Other securities | — | — | $514K | 2.4% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $460K | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $343K | 1.6% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $197K | 0.9% | |
| Macquarie Small Cap Core Instl | Other securities | — | — | $169K | 0.8% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $49K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
