Plan Ledger DOL Form 5500 · updated monthly

Corporate Group, Inc.401(k)

CORPORATE GROUP, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.26%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Corporate Group, Inc. reported $60,355 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $947 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.35% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 733rd-largest of 1,936 plans among Wisconsin employers on file, and the 5,144th of 13,661 in manufacturing. In 2025, employees put in $6.77 for every $1.00 the employer contributed; active participation has shrunk from 684 to 235 since 2022.

Plan summary
Net assets, end of year$24,898,930
Participants with balances465
Active participants235
Employer contributions$222,442
Employee contributions$1,506,907
Employer contribution per active participant$947
Average account balance$53,546
Benefits paid to participants$2,159,846
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.9M · 465 accts · $222K emplr
2024$21.7M · 616 accts · $228K emplr
2023$21.9M · 756 accts · $491K emplr
2022$20.3M · 868 accts · $597K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$31,437
Investment management$28,918
Total administrative$60,355
The Corporate Group, Inc. 401(k) match · 2025
Employer contribution per active participant$947
Median for plans this size$2,666
2025$947 per active participant
2024$970 per active participant
2023$971 per active participant
2022$873 per active participant

Corporate Group, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$31,437
ROBERT W. BAIRD & CO. INC. · Investment advisory (plan) · Named fiduciary$28,918
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

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Administrative cost history4
2025$60,355 · 0.26%
2024$64,813 · 0.30%
2023$67,767 · 0.32%
2022$73,679 · 0.35%
Same employer
Similar plansManufacturing · Wisconsin
Share Corporation WI$25.6M · 0.27%
Great Lakes Veneer, Inc. WI$24.8M · 0.31%
Poclain Hydraulics, Inc. WI$24.6M · 0.36%
Jagemann Stamping Co. WI$24.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391532865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.