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Original filing (PDF)20250730182039NAL0011218466001
ENGLEWOOD MARKETING GROUP, INC.
Form 5500
FILING_RECEIVED
ENGLEWOOD MARKETING GROUP 401(K) PLAN
401(k) retirement plan
Active participants
185
Accounts w/ balance
186
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — 145% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGLEWOOD MARKETING GROUP, INC..
Plan sponsor
Name
ENGLEWOOD MARKETING GROUP, INC.
EIN
39-1846432
Address
1471 PARTNERSHIP DRIVE · GREEN BAY, WI · 54304
Phone
(920) 337-9800
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
2025-07-30
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)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPA'S, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWKINS & ASH, CPAS | 39-0912608 | GREEN BAY, WI | AUDITOR | $9K | — |
Investments
26 direct securities· $12.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $2.5M | 20.1% | |
| Vanguard Developed Markets Index Fund Admiral Mutual Fund N/A | — | — | — | $1.4M | 11.5% | |
| Vanguard Mid Cap Index Admiral Mutual Fund N/A | — | — | — | $1.1M | 9.2% | |
| Avantis U.S. Equity Institutional Mutual Fund N/A | — | — | — | $757K | 6.1% | |
| Avantis Emerging Markets Equity Institutional Mutual Fund N/A | — | — | — | $701K | 5.6% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund N/A | — | — | — | $649K | 5.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual Fund N/A | — | — | — | $633K | 5.1% | |
| Avantis International Small Cap Value Institutional Mutual Fund N/A | — | — | — | $615K | 4.9% | |
| DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A | — | — | — | $606K | 4.9% | |
| Vanguard Target Retirement 2035 Fund Investor Mutual Fund N/A | — | — | — | $593K | 4.7% | |
| Avantis U.S. Small Cap Value Institutional Mutual Fund N/A | — | — | — | $591K | 4.7% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund N/A | — | — | — | $497K | 4.0% | |
| Vanguard Intermediate-Tem Bond Index Fund Admiral Mutual Fund N/A | — | — | — | $468K | 3.8% | |
| Dodge & Cox Income Fund Class X Mutual Fund N/A | — | — | — | $448K | 3.6% | |
| DFA Investment Grade Portfolio Institutional Class Mutual Fund N/A | — | — | — | $320K | 2.6% | |
| Fidelity Large Cap Growth Index Mutual Fund N/A | — | — | — | $158K | 1.3% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund N/A | — | — | — | $152K | 1.2% | |
| Notes Receivable from Participants Interest rates range of 4.25 to 9.50% - | — | — | — | $86K | 0.7% | |
| Deposit Management Program Money Market Fund N/A | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2040 Fund Investor Mutual Fund N/A | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement 2055 Fund Investor Mutual Fund N/A | — | — | — | $22K | 0.2% | |
| Fidelity Large Cap Value Index Mutual Fund N/A | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Investor Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| Fidelity Small Cap Growth Index Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Investor Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2045 Fund Investor Mutual Fund N/A | — | — | — | $2K | <0.1% |