Shirley Horner signed Crowley Webb and Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crowley Webb and Associates, Inc.'s EIN is 16-1281496.
Download the official 2024 Form 5500 (PDF) for Crowley Webb and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crowley Webb and Associates, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.4M | 13.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $954K | 8.9% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $878K | 8.2% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $862K | 8.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $798K | 7.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $647K | 6.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $643K | 6.0% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $624K | 5.8% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $429K | 4.0% | |
| TCW CORE FIXED INC PLAN CLASS | Registered Investment Companies | — | — | $395K | 3.7% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $390K | 3.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $348K | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $304K | 2.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $246K | 2.3% | |
| AMERICAN BEACON INTL EQ R6 | Registered Investment Companies | — | — | $240K | 2.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $219K | 2.0% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $217K | 2.0% | |
| GS INT'L SM CAP INSIGHTS - R6 | Registered Investment Companies | — | — | $214K | 2.0% | |
| PUTNAM STABLE VALUE FUND - 35 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $210K | 2.0% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $194K | 1.8% | |
| BAIRD SHORT TERM BOND INST | Registered Investment Companies | — | — | $168K | 1.6% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $127K | 1.2% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $86K | 0.8% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $12K | 0.1% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $23K |
| — |
