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Original filing (PDF)20251015084552NAL0002039859001
CONGOLEUM ACQUISITION LLC
Form 5500
FILING_RECEIVED
THE CONGOLEUM HOURLY EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
219
Accounts w/ balance
248
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. Rowe Price TRP Stable Value Fund" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONGOLEUM ACQUISITION LLC.
Plan sponsor
Name
CONGOLEUM ACQUISITION LLC
EIN
85-3288902
Address
3500 QUAKERBRIDGE ROAD · MERCERVILLE, NJ · 08619
Phone
(609) 584-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $20K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $6K | — |
Investments
25 direct securities · 1 pooled fund· $21.3M(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
$14.7M
25 holdings
Common Collective Trust
$6.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE RPICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.6M | 31.0% | |
| T. Rowe Price Vanguard 500 Index Admiral Fund | — | — | — | $3.6M | 16.9% | |
| Champlain Mid Cap Fund Advisor | — | — | — | $2.1M | 9.7% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $1.2M | 5.5% | |
| JP Morgan JP Morgan Large Cap Growth | — | — | — | $1.2M | 5.4% | |
| T. Rowe Price Small-Cap Stock Fund | — | — | — | $1.1M | 5.1% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $681K | 3.2% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $674K | 3.2% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $629K | 3.0% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $616K | 2.9% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $585K | 2.7% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $456K | 2.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $326K | 1.5% | |
| 5.25% to 10.50%, maturing through 2029 | — | — | — | $321K | 1.5% | |
| T. Rowe Price Vanguard Extended Market Index Fund | — | — | — | $286K | 1.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $195K | 0.9% | |
| T. Rowe Price International Stock Fund | — | — | — | $168K | 0.8% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $159K | 0.7% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $155K | 0.7% | |
| T. Rowe Price Vanguard Total International Stock Index Admiral Fund | — | — | — | $93K | 0.4% | |
| T. Rowe Price Total Return Bond | — | — | — | $86K | 0.4% | |
| T. Rowe Price Value Fund | — | — | — | $58K | 0.3% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $52K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $39K | 0.2% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $26K | 0.1% | |
| T. Rowe Price Vanguard Fed Money Market Fund | — | — | — | $8K | <0.1% |
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