Filings through Sep 24, 2026.

Retirement plan

C.R. Meyer and Sons Company Employees Profit Sharing and Retirement Savings Plan

Name: C.R. MEYER AND SONS COMPANY - C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: C.R. MEYER AND SONS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN, C.R. MEYER AND SONS COMPANY

C.R. Meyer and Sons CompanyEIN 39-0467980Plan #001PY 2024

895 W 20TH AVENUE, P.O. BOX 2157 - OSHKOSH, WI 549032157920-235-3350

Prospect flagsPossible retail share class: $4.6MFew collective trustsFund lineup: 28 funds, $56.6M

Top hat statement on fileNQDC

Filed July 21, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$58.1M

+9.9% from 2023

Total participants

335

-3.2% from 2023

Average account balance

$208,986

+18.6% from 2023

Annual return

13.02%

-6.03 pp from 2023

Benchmarks

See 1,565 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,565 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846	Recordkeeping	$49,611
AMERICAN UNITED LIFE INSURANCE CO2 years Filed as: ONEAMERICA INVESTMENT ADVISORY Service code 26 · EIN 81-3920167	Advisory (Participants)	$16,082
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Fund lineup

CSV with Pro

28 funds of $250K or more; 20 lines in all, holding $56.6M of the plan's $58.1M. From the 2024 filing. Recordkeeper: OneAmerica.

In collective trusts0%median 0% for plans of $50M to $250M (10,671 plans)

In index funds46%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series22%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$12.5M	22.2%
Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$9.2M	16.3%
T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$4.9M	8.7%
Value of Interest in Common / Collective Trusts OneAmerica Stable Value Z Manager not matched · Stable value Stable value	Not yet matched	Stable value	$4.1M	7.2%
Columbia Capital Allocation Moderate Portfolio Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund	Ameriprise (Columbia Threadneedle)	Mutual fund	$2.6M	4.6%
John Hancock Disciplined Value Mid Cap Fund Class A John Hancock (Manulife) · Mutual fund	John Hancock (Manulife)	Mutual fund	$2.4M	4.2%
Value of Interest in Registered Investment Companies American Funds Europacific Growth R6 Capital Group · Mutual fund Possible retail class A	Capital Group	Mutual fund	$2.3M	4.1%
T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$2.2M	3.9%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.2M	3.8%
PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A	PIMCO (Allianz)	Mutual fund	$2.2M	3.8%

See the other 10 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$66K

$248 / participant

Recordkeeping$50K75.5%
Investment mgmt$16K24.5%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO10+ years

Filed as: ONEAMERICA RETIREMENT SERVICES, LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$49,611

AMERICAN UNITED LIFE INSURANCE CO2 years

Filed as: ONEAMERICA INVESTMENT ADVISORY

Service code 26 · EIN 81-3920167

Advisory (Participants)

$16,082

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 75-3182674

Securities Custodian

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$12.5M

22.2%

Vanguard Institutional Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$9.2M

16.3%

T. Rowe Price Growth Stock Fund, Inc.

T. Rowe Price · Mutual fund

$4.9M

8.7%

Value of Interest in Common / Collective Trusts OneAmerica Stable Value Z

Manager not matched · Stable value

Stable value

$4.1M

7.2%

Columbia Capital Allocation Moderate Portfolio Institutional Class

Ameriprise (Columbia Threadneedle) · Mutual fund

$2.6M

4.6%

John Hancock Disciplined Value Mid Cap Fund Class A

John Hancock (Manulife) · Mutual fund

$2.4M

4.2%

Value of Interest in Registered Investment Companies American Funds Europacific Growth R6

Capital Group · Mutual fund

Possible retail class A

$2.3M

4.1%

T. Rowe Price Mid-Cap Growth Fund, Inc.

T. Rowe Price · Mutual fund

$2.2M

3.9%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.2M

3.8%

PIMCO Total Return Fund A

PIMCO (Allianz) · Mutual fund

Possible retail class A

$2.2M

3.8%

C.R. Meyer and Sons Company Employees Profit Sharing and Retirement Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.R. Meyer and Sons Company Employees Profit Sharing and Retirement Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion