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Original filing (PDF)20251002053154NAL0000522818001
COMMOLOCO, INC.
Form 5500
FILING_RECEIVED
COMMOLOCO RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
41% in single holding~223 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.4M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "PIMCO Long-Term Credit Bond Fund" is 41% of plan.
- 223 bps in Schedule C fees — 329% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMOLOCO, INC..
Plan sponsor
Name
COMMOLOCO, INC.
EIN
66-0384086
Address
601 NORTHWEST 2ND STREET · PO BOX 59 · EVANSVILLE, IN · 477011159
Phone
(817) 348-5434
Industry
Finance & Insurancesee all
Plan administrator
Name
ONEMAIN FINANCIAL RETIREMENT PLANS COMMITTEE
EIN
35-1313922
City
EVANSVILLE, IN
Phone
(800) 804-8502
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET CORPORATION | 04-1867445 | — | CUSTODIAN | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 27-2436452 | — | INVESTMENT MANAGER | $73K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR | 66-0175278 | — | TRUSTEE | $57K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN LLP | 75-2393478 | — | AUDITOR | $20K | — |
Investments
9 direct securities· $8.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long-Term Credit Bond Fund | — | — | $4.3M | $3.4M | 40.5% | |
| Franklin Long Duration Credit Fund R6 | — | — | $2.2M | $2.2M | 26.1% | |
| Vanguard Total International Stock Index Fund ADM | — | — | $547K | $654K | 7.7% | |
| Vanguard 500 Index Fund ADM | — | — | $159K | $433K | 5.1% | |
| JP Morgan High Yield Fund Class R6 | — | — | $491K | $428K | 5.1% | |
| Vanguard Small Cap Index Fund ADM | — | — | $307K | $397K | 4.7% | |
| Vanguard REIT Index Fund ADM | — | — | $307K | $317K | 3.7% | |
| Banco Popular de Puerto Rico Interest Bearing Cash | — | — | $294K | $294K | 3.5% | |
| State Street Bank & Trust Interest Bearing Cash | — | — | $187K | $187K | 2.2% |
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