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Original filing (PDF)20250730111650NAL0001869763001
CORPORATE GROUP, INC.
Form 5500
FILING_RECEIVED
CORPORATE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
616
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
23 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 CORPORATE GROUP, INC..
Plan sponsor
Name
CORPORATE GROUP, INC.
EIN
39-1532865
Address
7123 CALUMET ROAD · MILWAUKEE, WI · 53223
Phone
(414) 355-7740
Industry
Manufacturingsee 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
2025-07-30
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | 39-6037917 | — | ADVISOR | $29K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
23 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $2.6M | 12.0% | |
| Janus Henderson Enterprise T | — | — | — | $2.4M | 11.2% | |
| Parnassus Core Eq Inv | — | — | — | $2.2M | 9.9% | |
| FMI Common Stock | — | — | — | $1.7M | 7.8% | |
| Standard Stable Asset Fund II | — | — | — | $1.1M | 5.2% | |
| T. Rowe Price T. Rowe Price Ret 2030 I | — | — | — | $1.1M | 5.0% | |
| T. Rowe Price T. Rowe Price Ret 2055 I | — | — | — | $956K | 4.4% | |
| T. Rowe Price T. Rowe Price Ret 2045 I | — | — | — | $950K | 4.4% | |
| Artisan Intl Val Inv | — | — | — | $925K | 4.3% | |
| Amana Gr Instl | — | — | — | $925K | 4.3% | |
| T. Rowe Price T. Rowe Price Ret 2050 I | — | — | — | $907K | 4.2% | |
| T. Rowe Price T. Rowe Price Ret 2040 I | — | — | — | $886K | 4.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $736K | 3.4% | |
| T. Rowe Price T. Rowe Price Ret 2065 I | — | — | — | $731K | 3.4% | |
| Dodge & Cox Dodge & Cox Inc I | — | — | — | $682K | 3.1% | |
| T. Rowe Price T. Rowe Price Ret 2035 I | — | — | — | $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 | — | — | — | $545K | 2.5% | |
| T. Rowe Price T. Rowe Price Ret 2060 I | — | — | — | $514K | 2.4% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $460K | 2.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $343K | 1.6% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $197K | 0.9% | |
| Macquarie Small Cap Core Instl | — | — | — | $169K | 0.8% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $49K | 0.2% |
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