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Original filing (PDF)20250915080420NAL0000917041001
CROWN ROLL LEAF, INC.
Form 5500
FILING_RECEIVED
CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
115
Accounts w/ balance
76
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Fidelity Advisor Freedom 2060 Fund Class A 1 7 * Fidelity Advisor Freedom 2065 Fund Class A 1 7 * Fidelity Advisor Freedom 2015 Fund Class A 1 6 * Fidelity Advisor Freedom 2010 Fund Class A 1 6 b" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWN ROLL LEAF, INC..
Plan sponsor
Name
CROWN ROLL LEAF, INC.
EIN
22-1980418
Address
91 ILLINOIS AVENUE · PATERSON, NJ · 07503
Phone
(973) 742-4000
Industry
Manufacturingsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 04-3532603 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-2647786 | — | PLAN ADMINISTRATOR | -$3K | — |
Investments
25 direct securities · 1 pooled fund· $15.9M(100% 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.
Uncategorized
$14.4M
25 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2060 Fund Class A 1 7 * Fidelity Advisor Freedom 2065 Fund Class A 1 7 * Fidelity Advisor Freedom 2015 Fund Class A 1 6 * Fidelity Advisor Freedom 2010 Fund Class A 1 6 b | — | — | — | $7.1M | 80.9% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.6M | 17.7% | |
| BNYM S&P 500 Index Fund | — | — | $21K | $1.2M | 13.8% | |
| Fidelity Advisor New Insights Fund Class A | — | — | $19K | $777K | 8.8% | |
| Janus Henderson Global Research Fund Class S | — | — | $7K | $724K | 8.2% | |
| Allspring Special Small Cap Value Fund - Class A | — | — | $14K | $555K | 6.3% | |
| MFS Value Fund Class R3 | — | — | $11K | $532K | 6.0% | |
| Fidelity Advisor Freedom 2025 Fund Class A | — | — | $38K | $483K | 5.5% | |
| Janus Henderson Enterprise Fund Class S | — | — | $3K | $459K | 5.2% | |
| Fidelity Advisor Balanced Fund Class A | — | — | $12K | $361K | 4.1% | |
| MFS Massachusetts Investors Trust Class R3 | — | — | $8K | $274K | 3.1% | |
| Fidelity Advisor Freedom 2030 Fund Class A | — | — | $18K | $255K | 2.9% | |
| Fidelity Advisor Freedom 2020 Fund Class A | — | — | $22K | $253K | 2.9% | |
| Fidelity Advisor Freedom 2040 Fund Class A | — | — | $13K | $216K | 2.5% | |
| Fidelity Advisor Freedom 2045 Fund Class A | — | — | $15K | $198K | 2.3% | |
| Western Asset Core Bond Fund Class FI | — | — | $16K | $164K | 1.9% | |
| Fidelity Advisor Strategic Income Fund Class A | — | — | $13K | $146K | 1.7% | |
| North Square Spectrum Alpha Fund Class A | — | — | $17K | $141K | 1.6% | |
| Participant Loans Maturing through 2029 with | — | — | — | $126K | 1.4% | |
| MFS International Diversification Fund Class R3 | — | — | $4K | $100K | 1.1% | |
| Fidelity Advisor Freedom 2035 Fund Class A | — | — | $7K | $98K | 1.1% | |
| Fidelity Advisor Freedom 2050 Fund Class A | — | — | $6K | $84K | 1.0% | |
| Victory Sycamore Established Value Fund Class A 922 | — | — | — | $42K | 0.5% | |
| Fidelity Advisor Freedom 2055 Fund Class A 952 | — | — | — | $14K | 0.2% | |
| Fidelity Advisor Freedom Income Fund Class A | — | — | $1K | $13K | 0.2% | |
| PIMCO CommodityRealReturn Strategy Fund Class A 801 | — | — | — | $10K | 0.1% |
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