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Original filing (PDF)20251014050723NAL0003175440001
CROWLEY CHRYSLER PLYMOUTH, INC.
Form 5500
FILING_RECEIVED
CROWLEY AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
132
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWLEY CHRYSLER PLYMOUTH, INC..
Plan sponsor
Name
CROWLEY CHRYSLER PLYMOUTH, INC.
EIN
06-0867202
Address
223 BROAD STREET · PO BOX 6000 · BRISTOL, CT · 06010
Phone
(860) 540-0595
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMEO SCHNEIDER & ASSOCIATES, LLC | 36-4001764 | — | CONSULTANT | $39K | — |
Investments
25 direct securities · 1 pooled fund· $11.1M(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.
Registered Investment Companies
$10.2M
25 holdings
Common Collective Trust
$932K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $2.1M | 18.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $1.7M | 15.3% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $1.4M | 12.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $932K | 8.3% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $929K | 8.3% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $895K | 8.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $619K | 5.5% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $437K | 3.9% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $349K | 3.1% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $309K | 2.8% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $285K | 2.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $237K | 2.1% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $183K | 1.6% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $141K | 1.3% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $138K | 1.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $108K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $105K | 0.9% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $98K | 0.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $65K | 0.6% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $39K | 0.3% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $37K | 0.3% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $30K | 0.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $23K | 0.2% | |
| BAIRD MIDCAP GROWTH INST | Registered Investment Companies | — | — | $18K | 0.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $16K | 0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $1K | <0.1% |