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Original filing (PDF)20251015135641NAL0002405699001
COMPLETE OFFICE, LLC
Form 5500
FILING_RECEIVED
COMPLETE OFFICE 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
1,245
Accounts w/ balance
1,029
Plan assets (EOY)
$73.9M
Net assets (EOY)
$73.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE OFFICE, LLC.
Plan sponsor
Name
COMPLETE OFFICE, LLC
EIN
91-2197470
Address
N115W18500 EDISON DRIVE · GERMANTOWN, WI · 53022
Phone
(262) 255-8095
Industry
Retail 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
34 direct securities · 3 pooled funds· $74.0M(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
$73.5M
34 holdings
Common Collective Trust
$526K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $9.7M | 13.1% | |
| T. Rowe Price T. Rowe Price Retire 2030 | — | — | — | $8.2M | 11.1% | |
| T. Rowe Price T. Rowe Price Retire 2025 | — | — | — | $5.7M | 7.8% | |
| T. Rowe Price T. Rowe Price Retire 2035 | — | — | — | $5.6M | 7.6% | |
| Fidelity Contrafund | — | — | — | $5.1M | 6.9% | |
| Fidelity Gov't Money Market Premium | — | — | — | $3.7M | 5.1% | |
| Fidelity Extended Market Index | — | — | — | $3.3M | 4.5% | |
| T. Rowe Price T. Rowe Price Retire 2040 | — | — | — | $3.0M | 4.0% | |
| T. Rowe Price T. Rowe Price Retire 2050 | — | — | — | $2.9M | 3.9% | |
| Baird Core Plus Bond Fund Inv | — | — | — | $2.9M | 3.9% | |
| American Beacon ABF Large Cap Value | — | — | — | $2.5M | 3.3% | |
| T. Rowe Price T. Rowe Price Retire 2020 | — | — | — | $2.5M | 3.3% | |
| T. Rowe Price T. Rowe Price Retire 2045 | — | — | — | $2.2M | 3.0% | |
| Fidelity International Index | — | — | — | $2.1M | 2.8% | |
| T. Rowe Price T. Rowe Price Retire 2055 | — | — | — | $1.6M | 2.2% | |
| Fidelity Small Cap Value | — | — | — | $1.4M | 1.9% | |
| T. Rowe Price T. Rowe Price Dividend Growth | — | — | — | $1.3M | 1.8% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $1.1M | 1.5% | |
| Janus Henderson Janus Henderson Enterprise | — | — | — | $1.0M | 1.4% | |
| Janus Henderson Janus Henderson Triton Fund | — | — | — | $965K | 1.3% | |
| BNY Mellon BNY Mellon Global Stock Fund | — | — | — | $911K | 1.2% | |
| Participants Participant Loans Rates from 3.25% to 10.00% | — | — | — | $867K | 1.2% | |
| Virtus Ceredex Mid-Cap Value Equity | — | — | — | $830K | 1.1% | |
| T. Rowe Price T. Rowe Price Retire 2010 | — | — | — | $767K | 1.0% | |
| T. Rowe Price T. Rowe Price Retire 2060 | — | — | — | $705K | 1.0% | |
| American Funds American Funds Capital Income Bldr R4 | — | — | — | $542K | 0.7% | |
| Pimco Income Fund Inst | — | — | — | $527K | 0.7% | |
| Allspring Short Term Bond Plus | — | — | — | $469K | 0.6% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $313K | 0.4% | |
| Neuberger Berman Neuberger Berman High Inc Bond | — | — | — | $281K | 0.4% | |
| T. Rowe Price T. Rowe Price Retire 2015 | — | — | — | $277K | 0.4% | |
| Natixis AEW Real Estate | — | — | — | $254K | 0.3% | |
| T. Rowe Price T. Rowe Price Retire 2065 | — | — | — | $240K | 0.3% | |
| Federated Investors Trust Co Federated Hermes Capital Preservation Fund | — | — | — | $165K | 0.2% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $165K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $48K | <0.1% | |
| T. Rowe Price T. Rowe Price Retire 2005 | — | — | — | $13K | <0.1% |
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