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Original filing (PDF)20251014054756NAL0003240576001
CRYSTAL WINDOW AND DOOR SYSTEMS
Form 5500
FILING_RECEIVED
CRYSTAL WINDOW & DOOR SYSTEMS LTD 401(K) PS PLAN & TRUST
401(k) retirement plan
Active participants
533
Accounts w/ balance
435
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
- 56 bps in Schedule C fees — 94% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRYSTAL WINDOW AND DOOR SYSTEMS.
Plan sponsor
Name
CRYSTAL WINDOW AND DOOR SYSTEMS
EIN
11-3324335
Address
3110 WHITESTONE EXPRESSWAY · FLUSHING, NY · 11354
Phone
(718) 961-7300
Industry
Constructionsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEI WEI & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD SLIP REGISTERED INV ADVISORS, L | 81-2704670 | — | INVESTMENT/FINANCIAL ADVI | $54K | — |
Investments
27 direct securities · 1 pooled fund· $18.9M(98% 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
$17.0M
27 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.3M | 17.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 10.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.9M | 10.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 6.4% | |
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 5.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $925K | 4.8% | |
| BARON DISCOVERY INSTITUTIONAL | Registered Investment Companies | — | — | $872K | 4.5% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $765K | 4.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $730K | 3.8% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $643K | 3.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $439K | 2.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $422K | 2.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $419K | 2.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $359K | 1.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $354K | 1.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $322K | 1.7% | |
| BARON INTERNATIONAL GROWTH INS | Registered Investment Companies | — | — | $322K | 1.7% | |
| UNDISCOVERED MGRS BHVL VAL L | Registered Investment Companies | — | — | $296K | 1.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $291K | 1.5% | |
| PIMCO INCOME FUND I2 | Registered Investment Companies | — | — | $287K | 1.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $254K | 1.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $208K | 1.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $166K | 0.9% | |
| AB 24 STRATEGIC INCOME Y | Registered Investment Companies | — | — | $52K | 0.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $26K | 0.1% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $22K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $15K | <0.1% |
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