How big is Cramer Production Business Trust's plan?

Cramer Production Business Trust's plan reported $30.2M in assets and 112 participants for 2024.

Original filing (PDF)20250910134154NAL0013205491001

Cramer Production Business Trust

Name: Cramer Production Business Trust — Cramer Production, Form 5500 (2024)
Creator: Cramer Production Business Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cramer Production Employee's 401(k) Plan

401(k) retirement plan · Cramer Production Business Trust's Cramer Production Employee's 401(k) Plan held $30.2M in plan assets for 112 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

112

Accounts w/ balance

210

Plan assets (EOY)

$30.2M

Net assets (EOY)

$30.2M

People on this filing

Mary Roche signed Cramer Production Business Trust's 2024 Form 5500 as plan administrator.

Mary Roche — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cramer Production Business Trust's EIN is 20-1291865.

EIN 20-1291865

Plan number 001

Plan year 2024

ACK ID 20250910134154NAL0013205491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cramer Production Business Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cramer Production Business Trust's plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAMER PRODUCTION BUSINESS TRUST.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 58K (3% of contributions).

Helping the score

High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

CRAMER PRODUCTION BUSINESS TRUST

EIN

all filings

Address

425 UNIVERSITY AVENUE · NORWOOD, MA · 02062

Phone

(781) 278-2422

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE WATERFORD GROUP LLC	80-0675279	—	ADVISOR	$47K	—

Investments

24 direct securities· $29.8M(99% of reported assets)

Mutual Funds

$22.7M

18 holdings

Other securities

$3.7M

5 holdings

Common Collective Trusts

$3.4M

1 holding

					% of plan
MFS Growth R6 Mutual Fund	Mutual Funds	—	—	$6.2M	20.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.4M	11.2%
Fidelity Advisor Freedom 2035 Z Mutual Fund	Mutual Funds	—	—	$3.1M	10.2%
Fidelity Advisor Freedom 2040 Z Mutual Fund	Mutual Funds	—	—	$2.5M	8.2%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$2.3M	7.5%
Fidelity Advisor Freedom 2030 Z Mutual Fund	Mutual Funds	—	—	$1.7M	5.7%
Fidelity Advisor Freedom 2050 Z Mutual Fund	Mutual Funds	—	—	$1.6M	5.4%
Fidelity Advisor Freedom 2055 Z Mutual Fund	Mutual Funds	—	—	$1.5M	5.1%
JP Morgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$1.5M	4.9%
Fidelity Advisor Freedom 2060 Z Mutual Fund	Mutual Funds	—	—	$1.2M	4.1%
Fidelity Advisor Freedom 2045 Z Mutual Fund	Mutual Funds	—	—	$899K	3.0%
AF Europac Growth R6 Mutual Fund	Other securities	—	—	$835K	2.8%
Fidelity Advisor Freedom 2025 Z Mutual Fund	Mutual Funds	—	—	$717K	2.4%
HTFD Div & Growth R6 Mutual Fund	Other securities	—	—	$595K	2.0%
Pioneer Bond Y Mutual Fund	Other securities	—	—	$510K	1.7%
John Hancock DSCPL VAL MDCP R6 Mutual Fund	Other securities	—	—	$319K	1.1%
Fidelity Advisor Freedom 2065 Z Mutual Fund	Mutual Funds	—	—	$285K	0.9%
Fidelity Advisor Freedom 2020 Z Mutual Fund ** 418 * Notes receivable from participants Participant loans with interest	Mutual Funds	—	—	$181K	0.6%
Fidelity Advisor Strat Income I Mutual Fund	Mutual Funds	—	—	$164K	0.5%
Fidelity Government Money Market Money Market Fund	Mutual Funds	—	—	$114K	0.4%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$91K	0.3%
Fidelity Advisor Freedom 2015 Z Mutual Fund	Mutual Funds	—	—	$76K	0.3%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$52K	0.2%
Invesco Small Cap Value R6 Mutual Fund	Mutual Funds	—	—	$25K	<0.1%