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Original filing (PDF)20260115213819NAL0022993344001
CRISDEL GROUP, INC.
Form 5500
FILING_RECEIVED
CRISDEL PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 3
87% employer stock~116 bps in Sched C feesNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
177
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
345 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 87% of plan in employer / sponsor stock.
- 116 bps in Schedule C fees — 302% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRISDEL GROUP, INC..
Plan sponsor
Name
CRISDEL GROUP, INC.
EIN
22-2382970
Address
220 RYAN STREET · SOUTH PLAINFIELD, NJ · 07080
Phone
(908) 561-7550
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 23-2384840 | — | INVESTMENT MANAGEMENT | $168K | — |
| CHARLES SCHWAB | 94-1737782 | — | INVESTMENT MANAGEMENT | $26K | — |
Investments
322 direct securities· $14.9M(89% of reported assets)
Uncategorized
$14.8M
321 holdings
Common Stocks
$22K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Income Account Interest-Bearing Cash | — | — | — | $871K | 5.2% | |
| General Account CSV Insurance General Account | — | — | — | $481K | 2.9% | |
| MICROSOFT CORP Common Stock | — | — | — | $371K | 2.2% | |
| APPLE INC Common Stock | — | — | — | $362K | 2.2% | |
| Interest-Bearing Cash and Cash Sweep Account Interest-Bearing Cash | — | — | — | $287K | 1.7% | |
| ALPHABET INC NON VOTING CAP STOCK CLC Common Stock | — | — | — | $265K | 1.6% | |
| JPMORGAN CHASE & CO Common Stock | — | — | — | $220K | 1.3% | |
| VANGUARD FTSE DEVELOPED Exchange-Traded Fund | — | — | — | $215K | 1.3% | |
| BROADCOM INC Common Stock | — | — | — | $185K | 1.1% | |
| INTERACTIVE BROKERS GRP Common Stock | — | — | — | $165K | 1.0% | |
| EXELIXIS INC Common Stock | — | — | — | $147K | 0.9% | |
| NETFLIX.COM INC Common Stock | — | — | — | $143K | 0.9% | |
| AMAZON COM INC Common Stock | — | — | — | $136K | 0.8% | |
| FOX CORP CL A Common Stock | — | — | — | $133K | 0.8% | |
| ABBVIE INC Common Stock | — | — | — | $117K | 0.7% | |
| COSTCO WHSL CORP NEW COM Common Stock | — | — | — | $113K | 0.7% | |
| VIRTU FINANCIAL INC CL A Common Stock | — | — | — | $111K | 0.7% | |
| TENET HEALTHCARE CORP NEW Common Stock | — | — | — | $110K | 0.7% | |
| COLGATE-PALMOLIVE CO Common Stock | — | — | — | $109K | 0.7% | |
| ULTA BEAUTY INC Common Stock | — | — | — | $109K | 0.7% | |
| CENCORA INC Common Stock | — | — | — | $108K | 0.6% | |
| GOLDMAN SACHS GROUP INC Common Stock | — | — | — | $108K | 0.6% | |
| OMEGA HEALTHCARE REIT INVESTORS INC Common Stock | — | — | — | $106K | 0.6% | |
| CHENIERE ENERGY INC NEW Common Stock | — | — | — | $105K | 0.6% | |
| TRANSDIGM GROUP INC Common Stock | — | — | — | $104K | 0.6% | |
| QUALCOMM INC Common Stock | — | — | — | $103K | 0.6% | |
| HEICO CORP NEW CL A Common Stock | — | — | — | $102K | 0.6% | |
| UNITEDHEALTH GROUP INC Common Stock | — | — | — | $102K | 0.6% | |
| UBER TECHNOLOGIES INC Common Stock | — | — | — | $101K | 0.6% | |
| O'REILLY AUTOMOTIVE INC Common Stock | — | — | — | $100K | 0.6% | |
| ROYAL CARRIBEAN CRUISES LTD NORWAY Common Stock | — | — | — | $100K | 0.6% | |
| OKTA INC Common Stock | — | — | — | $98K | 0.6% | |
| TWILIO INC Common Stock | — | — | — | $97K | 0.6% | |
| BROOKFIELD CORPRATON VTG CL A Common Stock | — | — | — | $97K | 0.6% | |
| PINTEREST INC CL A Common Stock | — | — | — | $96K | 0.6% | |
| ISHARES CORE S&P SMALL Exchange-Traded Fund | — | — | — | $96K | 0.6% | |
| COPART INC Common Stock | — | — | — | $95K | 0.6% | |
| TD SYNNEX CORP Common Stock | — | — | — | $93K | 0.6% | |
| VERTEX PHARMACEUTICALS I Common Stock | — | — | — | $93K | 0.6% | |
| UNITED AIRLINES HOLDINGS INC Common Stock | — | — | — | $92K | 0.6% | |
| EMCOR GROUP INC Common Stock | — | — | — | $91K | 0.5% | |
| GENERAC HOLDINGS INC Common Stock | — | — | — | $90K | 0.5% | |
| LENNAR CORPORATION CLASS A Common Stock | — | — | — | $88K | 0.5% | |
| BOOKING HLDGS INC Common Stock | — | — | — | $88K | 0.5% | |
| HILTON WORLDWIDE HOLDINGS INC NEW Common Stock | — | — | — | $87K | 0.5% | |
| MASTERCARD INC Common Stock | — | — | — | $87K | 0.5% | |
| BROWN AND BROWN INC COM Common Stock | — | — | — | $85K | 0.5% | |
| DELL TECHNOLOGIES INC CL C Common Stock | — | — | — | $84K | 0.5% | |
| ADOBE SYSTEMS INC Common Stock | — | — | — | $84K | 0.5% | |
| EOG RESOURCES INC Common Stock | — | — | — | $83K | 0.5% | |
| OWENS CORNING INC Common Stock | — | — | — | $83K | 0.5% | |
| LPL FINANCIAL HOLDINGS INC Common Stock | — | — | — | $82K | 0.5% | |
| BERKLEY W R CORPORATION Common Stock | — | — | — | $82K | 0.5% | |
| KLA CORP Common Stock | — | — | — | $81K | 0.5% | |
| ARISTA NETWORKS INC NEW Common Stock | — | — | — | $81K | 0.5% | |
| UNITED THERAPEUTICS CORP Common Stock | — | — | — | $80K | 0.5% | |
| FIRST CITIZENS BANCSHARES CLASS A Common Stock | — | — | — | $80K | 0.5% | |
| PAYPAL HOLDINGS INC Common Stock | — | — | — | $75K | 0.5% | |
| FAIR ISAAC INC Common Stock | — | — | — | $74K | 0.4% | |
| UNILEVER PLC SPONS ADR Common Stock | — | — | — | $73K | 0.4% | |
| PULTE GROUP INC Common Stock | — | — | — | $73K | 0.4% | |
| KKR & CO INC Common Stock | — | — | — | $72K | 0.4% | |
| CITIGROUP INC NEW Common Stock | — | — | — | $72K | 0.4% | |
| CF INDUSTRIES HOLDINGS INC Common Stock | — | — | — | $69K | 0.4% | |
| VULCAN MATERIAL COMPANY Common Stock | — | — | — | $69K | 0.4% | |
| FORTINET INC Common Stock | — | — | — | $68K | 0.4% | |
| TJX COS INC NEW Common Stock | — | — | — | $68K | 0.4% | |
| MORGAN STANLEY Common Stock | — | — | — | $66K | 0.4% | |
| CONOCOPHILLIPS Common Stock | — | — | — | $66K | 0.4% | |
| HOME DEPOT INC Common Stock | — | — | — | $62K | 0.4% | |
| ALLEGION PLC Common Stock | — | — | — | $62K | 0.4% | |
| NVIDIA CORP Common Stock | — | — | — | $61K | 0.4% | |
| WEYERHAEUSER CO Common Stock | — | — | — | $60K | 0.4% | |
| COSTAR GROUP INC Common Stock | — | — | — | $60K | 0.4% | |
| INTUIT Common Stock | — | — | — | $59K | 0.4% | |
| CITIZENS FINANCIAL GRP INC Common Stock | — | — | — | $58K | 0.4% | |
| SHERWIN-WILLIAMS CO Common Stock | — | — | — | $58K | 0.3% | |
| ZOETIS INC Common Stock | — | — | — | $56K | 0.3% | |
| ROPER TECHNOLOGIES INC Common Stock | — | — | — | $56K | 0.3% | |
| NUCOR CORP Common Stock | — | — | — | $55K | 0.3% | |
| MARKEL GROUP INC Common Stock | — | — | — | $54K | 0.3% | |
| INTUITIVE SURGICAL INC Common Stock | — | — | — | $53K | 0.3% | |
| WATSCO INC Common Stock | — | — | — | $53K | 0.3% | |
| LIVE NATION ENTERTAINMENT INC Common Stock | — | — | — | $51K | 0.3% | |
| ROSS STORES INC (CALIF) Common Stock | — | — | — | $51K | 0.3% | |
| CBRE GROUP INC CLASS A Common Stock | — | — | — | $51K | 0.3% | |
| STRYKER CORP Common Stock | — | — | — | $51K | 0.3% | |
| ILLINOIS TOOL WKS INC Common Stock | — | — | — | $50K | 0.3% | |
| BROOKFIELD INFRASTRUCTUR CORP NEW EXCHANGEABLE SUB VOTING CL A Common Stock | — | — | — | $50K | 0.3% | |
| COOPER COS INC PAR Common Stock | — | — | — | $49K | 0.3% | |
| BENTLEY SYSTEMS INC CL B Common Stock | — | — | — | $48K | 0.3% | |
| UNIVERSAL DISPLAY CORP Common Stock | — | — | — | $48K | 0.3% | |
| POOL CORP Common Stock | — | — | — | $47K | 0.3% | |
| VANGUARD TOTAL BOND Exchange-Traded Fund | — | — | — | $46K | 0.3% | |
| MARTIN MARIETTA MATERIALS INC Common Stock | — | — | — | $46K | 0.3% | |
| TELEDYNE TECHNOLOGIES IN Common Stock | — | — | — | $46K | 0.3% | |
| GSK PLC Common Stock | — | — | — | $46K | 0.3% | |
| BJ'S WHOLESALE CLUB HOLDINGS INC Common Stock | — | — | — | $45K | 0.3% | |
| EQUIFAX INC Common Stock | — | — | — | $45K | 0.3% | |
| JACK HENRY & ASSOC INC Common Stock | — | — | — | $44K | 0.3% | |
| KENVUE INC Common Stock | — | — | — | $44K | 0.3% | |
| LENNOX INTERNATIONAL Common Stock | — | — | — | $44K | 0.3% | |
| NVR INC Common Stock | — | — | — | $43K | 0.3% | |
| AT&T INC Common Stock | — | — | — | $43K | 0.3% | |
| ZURN ELKAY WATER SOLUTIONS CORP Common Stock | — | — | — | $42K | 0.2% | |
| MCDONALDS CORP Common Stock | — | — | — | $41K | 0.2% | |
| TYLER TECHNOLOGIES INC Common Stock | — | — | — | $41K | 0.2% | |
| MSCI INC Common Stock | — | — | — | $40K | 0.2% | |
| VEEVA SYSTEMS INC CL A Common Stock | — | — | — | $40K | 0.2% | |
| TOTALENERGIES SE Common Stock | — | — | — | $40K | 0.2% | |
| TARGET CORP Common Stock | — | — | — | $40K | 0.2% | |
| CHOICE HOTELS INTL INC Common Stock | — | — | — | $40K | 0.2% | |
| SAIA INC Common Stock | — | — | — | $39K | 0.2% | |
| NORDSON CORP Common Stock | — | — | — | $39K | 0.2% | |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL Common Stock | — | — | — | $39K | 0.2% | |
| PALO ALTO NETWORKS INC Common Stock | — | — | — | $39K | 0.2% | |
| ARCH CAP GROUP LTD Common Stock | — | — | — | $38K | 0.2% | |
| ZEBRA TECHNOLOGIES CORP CL A Common Stock | — | — | — | $38K | 0.2% | |
| SANOFI ADR Common Stock | — | — | — | $38K | 0.2% | |
| DOMINO'S PIZZA INC Common Stock | — | — | — | $38K | 0.2% | |
| GARTNER INC NEW Common Stock | — | — | — | $37K | 0.2% | |
| ABBOTT LABORATORIES Common Stock | — | — | — | $37K | 0.2% | |
| OLLIE'S BARGAIN OUTLET HOLDINGS INC Common Stock | — | — | — | $36K | 0.2% | |
| UNION PAC CORP Common Stock | — | — | — | $35K | 0.2% | |
| CHEMED CORP Common Stock | — | — | — | $35K | 0.2% | |
| WELLS FARGO & CO NEW Common Stock | — | — | — | $35K | 0.2% | |
| DOLLAR TREE STORES INC Common Stock | — | — | — | $34K | 0.2% | |
| US BANCORP NEW Common Stock | — | — | — | $34K | 0.2% | |
| W P CAREY INC Common Stock | — | — | — | $33K | 0.2% | |
| GENL DYNAMICS CORP Common Stock | — | — | — | $33K | 0.2% | |
| TAPESTRY INC Common Stock | — | — | — | $33K | 0.2% | |
| BAXTER INTERNATIONAL INC Common Stock | — | — | — | $33K | 0.2% | |
| RELX PLC Common Stock | — | — | — | $32K | 0.2% | |
| ZIMMER BIOMET HOLDINGS INC Common Stock | — | — | — | $32K | 0.2% | |
| SHELL PLC Common Stock | — | — | — | $32K | 0.2% | |
| AIR PRODUCTS & CHEMICALS INC Common Stock | — | — | — | $31K | 0.2% | |
| AON PLC SHS CL A Common Stock | — | — | — | $31K | 0.2% | |
| AMGEN INC Common Stock | — | — | — | $31K | 0.2% | |
| INGREDION INCORPORATED Common Stock | — | — | — | $30K | 0.2% | |
| ELI LILLY AND CO Common Stock | — | — | — | $30K | 0.2% | |
| ISHARES TR ETF ISHARES 0-3 MONTH TREAS BD Common Stock | — | — | — | $30K | 0.2% | |
| CHARLES RIVER LABORATORIES Common Stock | — | — | — | $29K | 0.2% | |
| LIBERTY MEDIA CORP DEL FORMULA ONE SER C Common Stock | — | — | — | $29K | 0.2% | |
| BARRICK GOLD CORP Common Stock | — | — | — | $29K | 0.2% | |
| THE CIGNA GROUP Common Stock | — | — | — | $29K | 0.2% | |
| SCHWAB CHARLES CORP NEW Common Stock | — | — | — | $29K | 0.2% | |
| UNITED PARCEL SERVICE-B Common Stock | — | — | — | $29K | 0.2% | |
| PNC FINANCIAL SERVICES GROUP Common Stock | — | — | — | $28K | 0.2% | |
| CARMAX INC Common Stock | — | — | — | $28K | 0.2% | |
| SITEONE LANDSCAPE SUPPLY INC Common Stock | — | — | — | $27K | 0.2% | |
| ARTHUR J GALLAGHER & CO Common Stock | — | — | — | $27K | 0.2% | |
| EXPONENT INC Common Stock | — | — | — | $27K | 0.2% | |
| NATWEST GRP PLC Common Stock | — | — | — | $27K | 0.2% | |
| GLOBE LIFE INC Common Stock | — | — | — | $26K | 0.2% | |
| NATIONAL FUEL GAS CO Common Stock | — | — | — | $26K | 0.2% | |
| TRAVELERS COS INC Common Stock | — | — | — | $26K | 0.2% | |
| SUNCOR ENERGY INC NEW Common Stock | — | — | — | $26K | 0.2% | |
| P G INDUSTRIES INC Common Stock | — | — | — | $26K | 0.2% | |
| ARES MANAGEMENT CORP PL A Common Stock | — | — | — | $25K | 0.2% | |
| ASML HOLDING NV NY REGISTRY SHS NEW 2012 Common Stock | — | — | — | $25K | 0.2% | |
| COTERRA ENERCOTTERA ENERGY INC Common Stock | — | — | — | $25K | 0.2% | |
| INTERNATIONAL BUSINESS MACHINE CORP Common Stock | — | — | — | $25K | 0.1% | |
| MIZUHO FINANCIAL GRP ADR Common Stock | — | — | — | $25K | 0.1% | |
| THALES SA UNSPON Common Stock | — | — | — | $25K | 0.1% | |
| DISNEY WALT CO Common Stock | — | — | — | $24K | 0.1% | |
| NORTHROP GRUMMAN CORP Common Stock | — | — | — | $24K | 0.1% | |
| DOLLAR GENERAL CORP Common Stock | — | — | — | $24K | 0.1% | |
| COMPASS GRP PLC ADR SPONSORED NEW JUNE 2017 Common Stock | — | — | — | $24K | 0.1% | |
| PAYCHEX INC Common Stock | — | — | — | $24K | 0.1% | |
| CHUBB LTD Common Stock | — | — | — | $24K | 0.1% | |
| GENUINE PARTS CO COM Common Stock | — | — | — | $23K | 0.1% | |
| REGIONS FINANCIAL CORP (NEW) Common Stock | — | — | — | $23K | 0.1% | |
| AIR LIQUIDE ADR Common Stock | — | — | — | $23K | 0.1% | |
| APPLIED MATLS INC Common Stock | — | — | — | $23K | 0.1% | |
| JONES LANG LASALLE INC Common Stock | — | — | — | $22K | 0.1% | |
| THOR INDUSTRIES Common Stock | — | — | — | $22K | 0.1% | |
| GILEAD SCIENCES INC Common Stock | — | — | — | $22K | 0.1% | |
| ABB LTD -SPONS ADR Common Stock | Common Stocks | — | — | $22K | 0.1% | |
| PATTERSON COMPANIES INC Common Stock | — | — | — | $22K | 0.1% | |
| LLOYDS BANKING GROUP PLC ADR Common Stock | — | — | — | $22K | 0.1% | |
| VISA INC CLASS A Common Stock | — | — | — | $21K | 0.1% | |
| METTLER-TOLEDO INTL INC Common Stock | — | — | — | $21K | 0.1% | |
| WASTE CONNECTIONS INC Common Stock | — | — | — | $21K | 0.1% | |
| TRUIST FINL CORP Common Stock | — | — | — | $21K | 0.1% | |
| TEXAS INSTRUMENTS INC Common Stock | — | — | — | $21K | 0.1% | |
| SIEMENS A G - ADR Common Stock | — | — | — | $21K | 0.1% | |
| NOVO NORDISK A S ADR Common Stock | — | — | — | $21K | 0.1% | |
| SCOTTS MIRACLE-GRO CO CLASS A Common Stock | — | — | — | $20K | 0.1% | |
| IDEXX LABORATORIES INC Common Stock | — | — | — | $20K | 0.1% | |
| ENTERGRIS INC Common Stock | — | — | — | $20K | 0.1% | |
| MTY AERO ENGINES AG UNISPON ADR Common Stock | — | — | — | $20K | 0.1% | |
| COCA-COLA COMPANY Common Stock | — | — | — | $20K | 0.1% | |
| SYSCO CORPORATION Common Stock | — | — | — | $19K | 0.1% | |
| AMDOCS LTD Common Stock | — | — | — | $19K | 0.1% | |
| OSKOSK CORP Common Stock | — | — | — | $19K | 0.1% | |
| ANALOG DEVICES INC Common Stock | — | — | — | $19K | 0.1% | |
| BROADRIDGE FINANCIAL SOLUTIONS Common Stock | — | — | — | $19K | 0.1% | |
| AGNC INVESTMENT CORP Common Stock | — | — | — | $18K | 0.1% | |
| ASE TECHNOLOGY ADR HOLDING CO LTD SPON Common Stock | — | — | — | $18K | 0.1% | |
| LOGITECH INTERNATIONAL SA APPLIES Common Stock | — | — | — | $18K | 0.1% |
Showing top 200 of 322 investments by value.
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