Shirley Horner signed Crystal Window and Door Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crystal Window and Door Systems' EIN is 11-3324335.
Download the official 2024 Form 5500 (PDF) for Crystal Window and Door Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crystal Window and Door Systems' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD SLIP REGISTERED INV ADVISORS, L | 81-2704670 |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $54K |
| — |
