Christopher Trella signed Crystal Clinic 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crystal Clinic 401(k) Plan's EIN is 26-1130649.
Download the official 2024 Form 5500 (PDF) for Crystal Clinic 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crystal Clinic 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT RETIREMENT SERVICES INC | 62-1868111 | — | NONE | $45K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Registered investment company security (1) | Mutual Funds | — | — | $16.9M | 18.6% | |
| Vanguard Target Retirement 2035 Fund Registered investment company security (1) | Mutual Funds | — | — | $15.6M | 17.3% | |
| Vanguard Target Retirement 2045 Fund Registered investment company security (1) | Mutual Funds | — | — | $14.6M | 16.1% | |
| Vanguard Target Retirement 2030 Fund Registered investment company security (1) | Mutual Funds | — | — | $9.3M | 10.2% | |
| Vanguard 500 Index Fund Registered investment company security (1) | Common Collective Trusts | — | — | $4.6M | 5.1% | |
| Vanguard Target Retirement 2050 Fund Registered investment company security (1) | Mutual Funds | — | — | $4.3M | 4.7% | |
| Vanguard Target Retirement 2040 Fund Registered investment company security (1) | Mutual Funds | — | — | $3.9M | 4.3% | |
| Vanguard Target Retirement 2060 Fund Registered investment company security (1) | Mutual Funds | — | — | $1.7M | 1.9% | |
| GALLIARD STABLE RETURN FUND E1 SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| Vanguard Target Retirement 2020 Fund Registered investment company security (1) | Mutual Funds | — | — | $1.5M | 1.6% | |
| Vanguard Target Retirement 2070 Fund Registered investment company security (1) | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement Income Investment Registered investment company security (1) | Mutual Funds | — | — | $1.2M | 1.3% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $733K | 0.8% | |
| Fidelity Total Bond Fund Registered investment company security (1) | Mutual Funds | — | — | $602K | 0.7% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $591K | 0.7% | |
| MFS Growth Fund Registered investment company security (1) | Mutual Funds | — | — | $585K | 0.6% | |
| Vanguard Total International Stock Index Admiral Registered investment company security (1) | Mutual Funds | — | — | $497K | 0.5% | |
| MFS LRG CAP VALUE FD CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $477K | 0.5% | |
| Vanguard Mid Cap Index Fund Admiral Registered investment company security (1) | Common Collective Trusts | — | — | $408K | 0.5% | |
| Vanguard Small Cap Index Admiral Fund Registered investment company security (1) | Mutual Funds | — | — | $324K | 0.4% | |
| American Century Small Cap Value Fund Registered investment company security (1) | Common Stocks | — | — | $310K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Registered investment company security (1) | Mutual Funds | — | — | $276K | 0.3% | |
| American Century Mid Cap Value Fund Registered investment company security (1) | Common Stocks | — | — | $252K | 0.3% | |
| Blackrock Mid Cap Growth Equity Portfolio Registered investment company security (1) | Common Stocks | — | — | $190K | 0.2% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $123K | 0.1% | |
| MASSMUTUAL SMCAPGRTHEQTY CL CT GREAT GRAY TRUST COMPANY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $101K | 0.1% | |
| CASH | Cash / Money Market | — | — | $91K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| NONE |
| $10K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
