Andrew Browning signed CRG Residential, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CRG Residential, LLC's EIN is 06-1761446.
Download the official 2024 Form 5500 (PDF) for CRG Residential, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRG Residential, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 9,796 | Common Collective Trusts | — | — | $2.0M | 16.7% | |
| Fidelity Freedom 2030 Fund K6 72,432 | Mutual Funds | — | — | $1.3M | 10.6% | |
| Fidelity Freedom 2040 Fund K6 100,021 | Mutual Funds | — | — | $1.2M | 9.6% | |
| Fidelity Freedom 2025 Fund K6 74,634 | Mutual Funds | — | — | $1.0M | 8.5% | |
| Fidelity Freedom 2050 Fund K6 49,898 | Mutual Funds | — | — | $680K | 5.7% | |
| Fidelity Freedom 2060 Fund K6 45,941 | Mutual Funds | — | — | $665K | 5.6% | |
| Fidelity Freedom 2035 Fund K6 40,091 | Mutual Funds | — | — | $625K | 5.2% | |
| American Funds New World Fund R6 6,869 | Mutual Funds | — | — | $529K | 4.4% | |
| Fidelity Freedom 2045 Fund K6 34,747 | Mutual Funds | — | — | $466K | 3.9% | |
| Fidelity Freedom 2055 Fund K6 28,548 | Mutual Funds | — | — | $450K | 3.8% | |
| The Hartford International Opportunities Fund Y 21,526 | Other securities | — | — | $414K | 3.5% | |
| Fidelity Blue Chip Growth Fund K6 8,913 | Mutual Funds | — | — | $328K | 2.7% | |
| Victory Sycamore Established Value Fund I 5,987 | Other securities | — | — | $275K | 2.3% | |
| Vanguard Equity Income Admiral Shares Fund 2,958 | Mutual Funds | — | — | $261K | 2.2% | |
| Fidelity Total Bond Fund 28,579 | Mutual Funds | — | — | $249K | 2.1% | |
| Fidelity Strategic Dividend & Income Fund 12,863 | Mutual Funds | — | — | $216K | 1.8% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Small Cap Value R6 4,271 | Other securities | — | — | $172K | 1.4% | |
| MFS International Equity Fund R6 4,956 | Mutual Funds | — | — | $168K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% to 9.50%, with maturities through November 2029 | Bonds / Notes | — | — | $150K | 1.3% | |
| Fidelity Freedom 2065 Fund K6 10,717 | Mutual Funds | — | — | $142K | 1.2% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund K6 134,245 | Mutual Funds | — | — | $134K | 1.1% | |
| Janus Henderson Enterprise Fund I 765,770 | Mutual Funds | — | — | $109K | 0.9% | |
| Fidelity Small Cap Growth Fund K6 6,032 | Mutual Funds | — | — | $107K | 0.9% | |
| Fidelity Balanced Fund 3,342 | Mutual Funds | — | — | $99K | 0.8% | |
| Fidelity Mid Cap Index Fund 2,696 | Common Collective Trusts | — | — | $91K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund I 4,008 | Other securities | — | — | $69K | 0.6% | |
| Fidelity Inflation-Protection Bond Index Fund 7,110 | Common Collective Trusts | — | — | $63K | 0.5% | |
| Vanguard Small Cap Index Admiral Shares Fund 531,366 | Mutual Funds | — | — | $61K | 0.5% | |
| Fidelity Freedom 2015 Fund K6 1,249 | Mutual Funds | — | — | $14K | 0.1% | |
| Fidelity Freedom 2070 Fund K6 214,419 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
