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Sponsor portfolio

OLDENBURG GROUP INCORPORATED

EIN 39-0943085-building materials-Latest filing 2025
Plans
3
Retirement
3
$22.9M assets
Welfare
0
Participants
393
1717 W CIVIC DR - GLENDALE, WI 532094433414-977-1717oldenburggroup.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
3 filings
#001401k-$19.5M - 197 part#003TraditionalDB-$3.2M - 169 part#004TraditionalDB-$279K - 27 part

Retirement portfolio analytics

3 plans aggregated / $22.9M assets / 393 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • GROUP INCORPORATED Savings (#001)85%
  • INC. STEELWORKERS PENSION (#003)14%
  • TRUCK DRIVERS PENSION (#004)1%
Total $22.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • AMERICAN UNITED LIFE INSURANCE CO85%
  • (Not disclosed)15%
Total $22.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP INCORPORATED Savings (#001)197
  • INC. STEELWORKERS PENSION (#003)169
  • TRUCK DRIVERS PENSION (#004)27
Total 393Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OLDENBURG GROUP INCORPORATED SAVINGS PLAN

401k

Assets$19.5M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LAKE SHORE, INC. STEELWORKERS PENSION PLAN

TraditionalDB

Assets$3.2M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LAKE SHORE, INC. TRUCK DRIVERS PENSION PLAN

TraditionalDB

Assets$279K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001OLDENBURG GROUP INCORPORATED SAVINGS PLAN401k$19.5M1972024
003LAKE SHORE, INC. STEELWORKERS PENSION PLANTraditionalDB$3.2M1692024
004LAKE SHORE, INC. TRUCK DRIVERS PENSION PLANTraditionalDB$279K272025
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