JUNE Firestone signed Crescent Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crescent Industries, Inc.'s EIN is 23-1497579.
Download the official 2024 Form 5500 (PDF) for Crescent Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | ST PETERSBURG, FL | INVESTMENT ADVISORY | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.1M | 20.5% | |
| GREAT GRAY TRST AMERICAN FUNDS 2030 GREAT GRAY · EIN 34-4126262 / PN 566 | Common Collective Trust | — | — | $1.6M | 15.7% | |
| GREAT GRAY TRST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.3M | 12.3% | |
| GREAT GRAY TRST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $979K | 9.4% | |
| GREAT GRAY TRST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $698K | 6.7% | |
| GREAT GRAY TRST AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 000 | Common Collective Trust | — | — | $453K | 4.3% | |
| Registered Investment Companies T. Rowe Price T. Rowe Price All-Cap Opportunities Class I | Other securities | — | — | $381K | 3.6% | |
| GREAT GRAY TRUST AMER FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $376K | 3.6% | |
| Columbia Threadneedle Columbia Dividend Income Institutional Class 3 | Other securities | — | — | $362K | 3.5% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $302K | 2.9% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $247K | 2.4% | |
| * Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $182K | 1.7% | |
| Vanguard Growth and Income Admiral | Mutual Funds | — | — | $180K | 1.7% | |
| MFS International Diversification Class R6 | Mutual Funds | — | — | $151K | 1.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $137K | 1.3% | |
| PGIM Investments PGIM Total Return Bond Class R6 | Other securities | — | — | $126K | 1.2% | |
| GREAT GRAY TRST AMERICAN FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $122K | 1.2% | |
| GREAT GRAY TRST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $119K | 1.1% | |
| Franklin Templeton Investments Franklin Real Estate Securities Class R6 | Mutual Funds | — | — | $112K | 1.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $109K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $88K | 0.8% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $68K | 0.6% | |
| Federated Hermes Institutional High Yield Bond Class R6 | Other securities | — | — | $57K | 0.5% | |
| GREAT GRAY TRST AMERICAN FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $50K | 0.5% | |
| John Hancock John Hancock Bond Class R6 | Other securities | — | — | $33K | 0.3% | |
| Goldman Sachs Goldman Sachs Large Cap Equity Class R6 | Other securities | — | — | $24K | 0.2% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth Class R6 | Other securities | — | — | $17K | 0.2% | |
| GREAT GRAY TRST AMERICAN FUNDS 2015 GREAT GRAY · EIN 34-4126259 / PN 000 | Common Collective Trust | — | — | $7K | <0.1% | |
| American Funds American Funds New Perspective Class R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $4K | — |
