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Original filing (PDF)20250911162749NAL0001676834001
RUSSELL GROUP INC
Form 5500
FILING_RECEIVED
RUSSELL GROUP 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
232
Accounts w/ balance
239
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL GROUP INC.
Plan sponsor
Name
RUSSELL GROUP INC
EIN
85-3625179
Address
4700 EAST 53RD STREET · DAVENPORT, IA · 52807
Phone
(563) 459-4600
Industry
Constructionsee 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
2025-09-11
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MHCS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $40K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
43 direct securities · 1 pooled fund· $30.9M(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
$30.3M
43 holdings
Common Collective Trust
$601K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG 500 INDEX ADM Mutual Fund | — | — | — | $4.2M | 13.6% | |
| FID CONTRAFUND K6 Mutual Fund | — | — | — | $3.7M | 12.0% | |
| FID FREEDOM 2040 K6 Mutual Fund | — | — | — | $2.2M | 7.0% | |
| VANG MIDCAP IDX ADM Mutual Fund | — | — | — | $1.6M | 5.3% | |
| FID FREEDOM 2035 K6 Mutual Fund | — | — | — | $1.6M | 5.2% | |
| VANG SM CAP IDX ADM Mutual Fund | — | — | — | $1.6M | 5.1% | |
| FID FREEDOM 2060 K6 Mutual Fund | — | — | — | $1.5M | 5.0% | |
| FID FREEDOM 2050 K6 Mutual Fund | — | — | — | $1.2M | 4.0% | |
| FID FREEDOM 2055 K6 Mutual Fund | — | — | — | $1.2M | 3.9% | |
| FID FREEDOM 2030 K6 Mutual Fund | — | — | — | $1.2M | 3.9% | |
| MFS INTL DIVRSN R6 Mutual Fund | — | — | — | $1.0M | 3.3% | |
| AF AMER MUTUAL R6 Mutual Fund | — | — | — | $832K | 2.7% | |
| FID FREEDOM 2045 K6 Mutual Fund | — | — | — | $755K | 2.4% | |
| FID BALANCED K6 Mutual Fund | — | — | — | $699K | 2.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $601K | 1.9% | |
| FID FREEDOM 2025 K6 Mutual Fund | — | — | — | $543K | 1.8% | |
| VANG GROWTH IDX ADM Mutual Fund | — | — | — | $517K | 1.7% | |
| VANG ToT INTL STK AD Mutual Fund | — | — | — | $516K | 1.7% | |
| VANG VALUE IDX ADM Mutual Fund | — | — | — | $479K | 1.5% | |
| NB GENESIS R6 Mutual Fund | — | — | — | $458K | 1.5% | |
| FID TOTAL BOND K6 Mutual Fund | — | — | — | $429K | 1.4% | |
| FID FREEDOM 2020 K6 Mutual Fund | — | — | — | $382K | 1.2% | |
| AF NEW PERSPECT R6 Mutual Fund | — | — | — | $347K | 1.1% | |
| FID GOVT MMKT K6 Interest Bearing Cash | — | — | — | $344K | 1.1% | |
| FID FREEDOM 2065 K6 Mutual Fund | — | — | — | $313K | 1.0% | |
| BAIRD CORE PLUS INST Mutual Fund | — | — | — | $298K | 1.0% | |
| C&S REALTY SHARES Z Mutual Fund | — | — | — | $293K | 0.9% | |
| PIMCO INCOME INST Mutual Fund | — | — | — | $271K | 0.9% | |
| MSIF GROWTH R6 Mutual Fund | — | — | — | $252K | 0.8% | |
| INVS DEVELOP MKT R6 Mutual Fund | — | — | — | $184K | 0.6% | |
| ROYCE SM CP OPPS IS Mutual Fund | — | — | — | $178K | 0.6% | |
| CBA SM CAP GR IS Mutual Fund | — | — | — | $175K | 0.6% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | — | — | — | $142K | 0.5% | |
| VANG EM STK IDX ADM Mutual Fund | — | — | — | $140K | 0.5% | |
| VRTS C MDCP VL EQ R6 Mutual Fund | — | — | — | $124K | 0.4% | |
| CRLN S MID CAP I Mutual Fund | — | — | — | $87K | 0.3% | |
| VANG INTM BD IDX ADM Mutual Fund | — | — | — | $80K | 0.3% | |
| VANGUARD INTL VALUE Mutual Fund | — | — | — | $74K | 0.2% | |
| FID FREEDOM 2010 K6 Mutual Fund | — | — | — | $70K | 0.2% | |
| BLKRK MD CP GR EQ K Mutual Fund | — | — | — | $66K | 0.2% | |
| FH IS HIGH YLD BD R6 Mutual Fund | — | — | — | $56K | 0.2% | |
| FID FREEDOM INC K6 Mutual Fund | — | — | — | $56K | 0.2% | |
| VANG INTL GROWTH ADM Mutual Fund | — | — | — | $25K | <0.1% | |
| FID FREEDOM 2070 K6 Mutual Fund | — | — | — | $1K | <0.1% |
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