Dan Christensen signed Crescent Capital Group LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crescent Capital Group LP's EIN is 27-2698206.
Download the official 2024 Form 5500 (PDF) for Crescent Capital Group LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent Capital Group LP's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $10.2M | 21.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $7.8M | 16.0% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $6.2M | 12.8% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $5.1M | 10.6% | |
| Great Gray Trust flexPATH Index Moderate Retirement Fund | Other securities | — | — | $2.7M | 5.6% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.7M | 5.6% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.4% | |
| MID CAP VAL II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| T. Rowe Price Investment Services, Inc. Small-Cap Stock Fund | Common Stocks | — | — | $1.9M | 3.9% | |
| Registered investment companies T. Rowe Price Investment Services, Inc. Dividend Growth Fund | Common Stocks | — | — | $1.8M | 3.7% | |
| Money market fund Vanguard Group, Inc. Treasury Money Market Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| Columbia Dividend Income Fund | Other securities | — | — | $1.1M | 2.2% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $924K | 1.9% | |
| Fidelity Investments Emerging Markets Index Fund | Common Collective Trusts | — | — | $918K | 1.9% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $800K | 1.6% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $782K | 1.6% | |
| Dodge & Cox Funds International Stock Fund | Mutual Funds | — | — | $429K | 0.9% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $373K | 0.8% | |
| Baird Asset Management Aggregate Bond Investment Fund | Other securities | — | — | $369K | 0.8% | |
| PIMCO Investments LLC International Bond Fund (U.S. Dollar - Hedged) | Mutual Funds | — | — | $278K | 0.6% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $243K | 0.5% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $169K | 0.3% | |
| Notes receivable from participants * Participant Loans Interest rates ranging from 5.25% - 10.50% - | Bonds / Notes | — | — | $167K | 0.3% | |
| FLEXPATH CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $116K | 0.2% | |
| Great Gray Trust flexPATH Index Aggressive Retirement Fund | Other securities | — | — | $85K | 0.2% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $85K | 0.2% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $49K | 0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $25K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $3K | <0.1% | |
| Great Gray Trust flexPATH Index Conservative Retirement Fund | Other securities | — | — | $2K | <0.1% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $2K | <0.1% | |
| LARGE CAP GRTH I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
