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Original filing (PDF)20250915050752NAL0001349024001
CRL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CRL TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
190
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRL TECHNOLOGIES, INC..
Plan sponsor
Name
CRL TECHNOLOGIES, INC.
EIN
20-5925428
Address
9426 FERRY LANDING CT · ALEXANDRIA, VA · 22309
Phone
(703) 403-8939
Industry
Professional & Technical Servicessee all
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
2025-09-15
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)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR RETIREMENT MANAGER | — | CHICAGO, IL | INVESTMENT MANAGER | $540 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
Investments
30 direct securities · 2 pooled funds· $19.9M(99% 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
$18.9M
30 holdings
Common Collective Trust
$987K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.9M | 14.4% | |
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $2.5M | 12.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 8.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 5.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 5.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $956K | 4.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $950K | 4.7% | |
| WESTERN ASSET CORE PLUS BD R1 WILMINGTON TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $717K | 3.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $615K | 3.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $610K | 3.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $607K | 3.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $580K | 2.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $571K | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $515K | 2.6% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $499K | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $420K | 2.1% | |
| JH INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $410K | 2.0% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $403K | 2.0% | |
| MFS GLOBAL EQ - R4 | Registered Investment Companies | — | — | $360K | 1.8% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $324K | 1.6% | |
| FIDELITY REAL ESTATE INV PORT | Registered Investment Companies | — | — | $304K | 1.5% | |
| LOOMIS SAYLES GLB ALLOC Y | Registered Investment Companies | — | — | $277K | 1.4% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $269K | 1.3% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $246K | 1.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $232K | 1.2% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $218K | 1.1% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $207K | 1.0% | |
| AB GLOBAL BOND ADVISOR | Registered Investment Companies | — | — | $104K | 0.5% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $100K | 0.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $91K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $83K | 0.4% | |
| AMC MULTISECTOR INCOME R6 | Registered Investment Companies | — | — | $55K | 0.3% |
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