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Original filing (PDF)20250916131251NAL0005128258001
COMPLETE HOLDINGS GROUP, INC.
Form 5500
FILING_RECEIVED
COMPLETE HOLDINGS GROUP INC., 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
819
Accounts w/ balance
564
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE HOLDINGS GROUP, INC..
Plan sponsor
Name
COMPLETE HOLDINGS GROUP, INC.
EIN
62-1811667
Address
4057 RURAL PLAINS CIRCLE · STE. 400 · FRANKLIN, TN · 37064
Phone
(615) 791-4300
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
LBMC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RETAINED BY EMPLOYER | $52K | — |
| HARBOR INVESTMENT ADVISORY | — | TIMONIUM, MD | RETAINED BY EMPLOYER | $25K | — |
Investments
32 direct securities · 1 pooled fund· $16.0M(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
$15.8M
32 holdings
Common Collective Trust
$182K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.9M | 11.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.8M | 11.2% | |
| Vanguard Growth Index Fund | — | — | — | $1.4M | 8.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.3M | 8.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 7.3% | |
| Vanguard 500 Index Fund | — | — | — | $975K | 6.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $907K | 5.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $895K | 5.6% | |
| John Hancock Multimanager Lifestyle Growth Fund | — | — | — | $670K | 4.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $444K | 2.8% | |
| through December 2034 - | — | — | — | $379K | 2.4% | |
| Pioneer Global Sustainable Equity Fund | — | — | — | $366K | 2.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $364K | 2.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $322K | 2.0% | |
| American Funds New Perspective Fund | — | — | — | $309K | 1.9% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $291K | 1.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $280K | 1.7% | |
| John Hancock Multimanager Lifestyle Balanced Fund | — | — | — | $258K | 1.6% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $253K | 1.6% | |
| John Hancock Multimanager Lifestyle Moderate Fund | — | — | — | $248K | 1.5% | |
| MFS Mid Cap Growth Fund | — | — | — | $227K | 1.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $216K | 1.4% | |
| Baird Core Intermediate Bond Fund | — | — | — | $198K | 1.2% | |
| JOHN HANCOCK STABLE VALUE R11 JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $182K | 1.1% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $179K | 1.1% | |
| John Hancock Multimanager Lifestyle Aggressive Fund | — | — | — | $178K | 1.1% | |
| DFA US Small Cap Fund | — | — | — | $102K | 0.6% | |
| Fidelity Investments International Index Fund | — | — | — | $86K | 0.5% | |
| John Hancock Multimanager Lifestyle Conservative Fund | — | — | — | $46K | 0.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $30K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $28K | 0.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $5K | <0.1% | |
| JP Morgan US Government Money Market Fund | — | — | — | $4K | <0.1% |