Back to filter
Original filing (PDF)20251014115940NAL0002829873001
CRC INSURANCE GROUP, LLC
Form 5500
FILING_RECEIVED
TIH INSURANCE HOLDINGS, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
6,643
Accounts w/ balance
8,434
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
21 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRC INSURANCE GROUP, LLC.
Plan sponsor
Name
CRC INSURANCE GROUP, LLC
EIN
31-1746517
Address
550 SOUTH CALDWELL ST · CHARLOTTE, NC · 28202
Phone
(630) 926-8968
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-07
Tax period
2024-12-31
Filed
2025-10-14
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, AND INGRAM L.L.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $158K | — |
Investments
14 direct securities · 21 pooled funds· $1.6B(99% 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
$1.3B
21 holdings
Uncategorized
$336.5M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $226.6M | 13.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $130.0M | 8.0% | |
| MFS GROWTH EQUITY 4 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $117.7M | 7.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $106.1M | 6.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $104.2M | 6.4% | |
| SP LC VALUE INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 004 | Common Collective Trust | — | — | $92.5M | 5.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $84.4M | 5.2% | |
| BrokerageLink Various | — | — | — | $74.4M | 4.6% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $73.6M | 4.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $64.8M | 4.0% | |
| DODGE & COX INCOME X Mutual fund | — | — | — | $57.3M | 3.5% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $50.8M | 3.1% | |
| TRP IS MID CP EQ GR Mutual fund | — | — | — | $50.3M | 3.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $46.2M | 2.8% | |
| MFS MID CAP VALUE 3 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $37.8M | 2.3% | |
| FIDELITY SM CAP VAL IDX Mutual fund | — | — | — | $36.0M | 2.2% | |
| AF EUROPAC GROWTH R6 Mutual fund | — | — | — | $31.9M | 2.0% | |
| VANG TREASURY MM Mutual fund | — | — | — | $31.2M | 1.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $29.8M | 1.8% | |
| SP GLB EXUS IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $29.0M | 1.8% | |
| Truist Financial Corporation common stock | — | — | — | $26.0M | 1.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $25.2M | 1.5% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $17.9M | 1.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $13.7M | 0.8% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $12.8M | 0.8% | |
| RBC EMRG MKTS EQ I Mutual fund | — | — | — | $11.5M | 0.7% | |
| HARBOR DIVINTAC RET Mutual fund | — | — | — | $6.0M | 0.4% | |
| BBH LTD DURATION I Mutual fund | — | — | — | $4.8M | 0.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.3% | |
| BROWN ADV SCG CIT SEI TRUST COMPANY · EIN 81-0930773 / PN 091 | Common Collective Trust | — | — | $4.7M | 0.3% | |
| FIDELITY INFL PR BD IDX Mutual fund | — | — | — | $3.9M | 0.2% | |
| PIM LG DUR TOT RTN I Mutual fund | — | — | — | $2.2M | 0.1% | |
| FIDELITY US BOND IDX Mutual fund | — | — | — | $958K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $448K | <0.1% | |
| FIDELITY GOVT MMKT Mutual fund | — | — | — | $33K | <0.1% |