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Original filing (PDF)20250923130714NAL0008054691001
CRUNCH HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CRUNCH 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
747
Accounts w/ balance
565
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
77
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "S SHARES / UNITS * Principal Gov Money Market R6 Fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRUNCH HOLDINGS, LLC.
Plan sponsor
Name
CRUNCH HOLDINGS, LLC
EIN
27-0561574
Address
3860 PARK AVENUE SOUTH, 15TH FLOOR · NEW YORK, NY · 10016
Phone
(646) 979-4704
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | TPA | $5K | — |
| PRINCIPAL | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
20 direct securities· $2.1M(88% of reported assets)
Uncategorized
$1.1M
19 holdings
Mutual Funds
$930K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Principal Gov Money Market R6 Fund | Mutual Funds | — | $930K | $930K | 39.8% | |
| Fidelity 500 Index Fund | — | — | $2K | $353K | 15.1% | |
| BlackRock LifePath Index 2055 Fund | — | — | $5K | $128K | 5.5% | |
| BlackRock LifePath Index 2045 Fund | — | — | $6K | $125K | 5.3% | |
| BlackRock LifePath Index 2035 Fund | — | — | $5K | $102K | 4.4% | |
| BlackRock LifePath Index 2040 Fund | — | — | $4K | $77K | 3.3% | |
| BlackRock LifePath Index 2050 Fund | — | — | $3K | $72K | 3.1% | |
| Fidelity Mid Cap Index Fund | — | — | $2K | $61K | 2.6% | |
| Schwab Small Cap Index | — | — | $1K | $50K | 2.1% | |
| BlackRock LifePath Index 2060 Fund | — | — | $2K | $34K | 1.4% | |
| Blackrock Lifepath Index 2065 Fund | — | — | $2K | $33K | 1.4% | |
| iShares MSCI EAFE International Index Fund | — | — | $1K | $18K | 0.8% | |
| Fidelity Emerging Market Index Fund | — | — | $2K | $17K | 0.7% | |
| BlackRock LifePath Index Retirement Fund 961 | — | — | — | $13K | 0.6% | |
| BlackRock LifePath Index 2030 Fund 681 | — | — | — | $12K | 0.5% | |
| iShares Dev Real Estate Index K Fund | — | — | $1K | $11K | 0.5% | |
| Fidelity Short-Term Bond Index | — | — | $1K | $10K | 0.4% | |
| iShares US Aggregate Bond Index K Fund | — | — | $1K | $10K | 0.4% | |
| with maturities through 2029 | — | — | — | $5K | 0.2% | |
| Schwab Treasury Inflation Protected 360 | — | — | — | $4K | 0.2% |
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