Sarah Clabaugh signed CRC Insurance Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CRC Insurance Group, LLC's EIN is 31-1746517.
Download the official 2024 Form 5500 (PDF) for CRC Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRC Insurance Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $158K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $36.0M | 2.2% | |
| AF EUROPAC GROWTH R6 Mutual fund | Other securities | — | — | $31.9M | 2.0% | |
| VANG TREASURY MM Mutual fund | Other securities | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $11.5M | 0.7% | |
| HARBOR DIVINTAC RET Mutual fund | Other securities | — | — | $6.0M | 0.4% | |
| BBH LTD DURATION I Mutual fund | Common Stocks | — | — | $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 | Common Collective Trusts | — | — | $3.9M | 0.2% | |
| PIM LG DUR TOT RTN I Mutual fund | Other securities | — | — | $2.2M | 0.1% | |
| FIDELITY US BOND IDX Mutual fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
