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Original filing (PDF)20251008123248NAL0003280531001
CROWDER CONSTRUCTORS INC.
Form 5500
FILING_RECEIVED
CROWDER CONSTRUCTORS 401(K) SAVINGS AND PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
682
Accounts w/ balance
841
Plan assets (EOY)
$76.3M
Net assets (EOY)
$76.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 56% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWDER CONSTRUCTORS INC..
Plan sponsor
Name
CROWDER CONSTRUCTORS INC.
EIN
26-0388512
Address
6425 BROOKSHIRE BLVD · CHARLOTTE, NC · 282160301
Phone
(704) 716-5145
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $191K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
23 direct securities · 21 pooled funds· $75.0M(98% 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.
Common Collective Trust
$38.9M
18 holdings
Uncategorized
$36.0M
23 holdings
Pooled Separate Account
$52K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.2M | 9.4% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.9M | 9.1% | |
| Vanguard Group Vanguard Federal Money Market Investor Fund | — | — | — | $6.8M | 8.9% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.6M | 8.6% | |
| MainStay Funds MainStay Winslow Large Cap Growth R6 Fund | — | — | — | $5.8M | 7.6% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.4M | 7.1% | |
| Principal Funds Inc. LargeCap S&P 500 Index Institutional Fund | — | — | — | $4.4M | 5.8% | |
| Principal Funds Inc. Capital Appreciation Fund Institutional Class | — | — | — | $4.0M | 5.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.9M | 5.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.5M | 4.6% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fund | — | — | — | $2.3M | 3.0% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 Fund | — | — | — | $2.1M | 2.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 2.7% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | — | — | — | $2.0M | 2.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% | — | — | — | $1.7M | 2.2% | |
| Janus International Holding, LLC Janus Henderson Triton N Fund | — | — | — | $1.5M | 1.9% | |
| Janus International Holding, LLC Janus Henderson Balanced N Fund | — | — | — | $1.1M | 1.5% | |
| PGIM Investments PGIM Total Return Bond R6 Fund | — | — | — | $977K | 1.3% | |
| Principal Funds Inc. SmallCap S&P 600 Index R6 Fund | — | — | — | $728K | 1.0% | |
| American Century Investments American Century Small Cap Value R6 Fund | — | — | — | $701K | 0.9% | |
| Principal Funds Inc. MidCap S&P 400 Index R6 Fund | — | — | — | $633K | 0.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $540K | 0.7% | |
| Principal Funds Inc. International Equity Index R6 Fund | — | — | — | $436K | 0.6% | |
| The American Funds American Funds New World Class R6 | — | — | — | $414K | 0.5% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $395K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $359K | 0.5% | |
| PIMCO Funds PIMCO Real Return Institutional Fund | — | — | — | $335K | 0.4% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $160K | 0.2% | |
| Principal Funds Inc. Bond Market Index Institutional Fund | — | — | — | $145K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $85K | 0.1% | |
| (E) | — | — | — | $44K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $44K | <0.1% | |
| (E) | — | — | — | $37K | <0.1% | |
| Principal Life Insurance Company LargeCap S&P 500 Index Separate Account - NE M | — | — | — | $37K | <0.1% | |
| PRIN LGCP S&P 500IDX SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $37K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $12K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $9K | <0.1% | |
| Principal Life Insurance Company MidCap S&P 400 Index Separate Account - NE M | — | — | — | $8K | <0.1% | |
| PRIN MDCAP S&P 400 IND SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Principal Life Insurance Company SmallCap S&P 600 Index Separate Account - NE M | — | — | — | $7K | <0.1% | |
| PRIN SMCAP S&P 600 IND SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $7K | <0.1% | |
| STABLE VALUE FIXD INC CIT CL 1 ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
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