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Original filing (PDF)20251014145624NAL0001541123001
CROWN EQUIPMENT CORPORATION
Form 5500
FILING_RECEIVED
CROWN EQUIPMENT CORPORATION 401(K) RETIREMENT SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
13,821
Accounts w/ balance
15,424
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
19 pooled trusts
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 70% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWN EQUIPMENT CORPORATION.
Plan sponsor
Name
CROWN EQUIPMENT CORPORATION
EIN
34-4412691
Address
44 S WASHINGTON STREET · NEW BREMEN, OH · 45869
Phone
(419) 629-2311
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BRADY, WARE AND SCHOENFELD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $940K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | CONSULTANT | $120K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY, WARE & SCHOENFELD, INC. | 35-1476702 | — | ACCOUNTANT | $20K | — |
Investments
25 direct securities · 19 pooled funds· $1.5B(100% 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
$890.6M
19 holdings
Uncategorized
$588.6M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $221.0M | 17.4% | |
| Registered investment companies American Funds Growth Fund of America Large growth fund # | — | — | — | $94.5M | 7.5% | |
| FIDELITY FREEDOM BLEND 2050 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $74.6M | 5.9% | |
| FIDELITY FREEDOM BLEND 2055 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $71.1M | 5.6% | |
| FIDELITY FREEDOM BLEND 2045 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $66.8M | 5.3% | |
| Fully benefit-responsive investment contract JP Morgan Stable Asset Income Fund Stable value fund # | — | — | — | $62.2M | 4.9% | |
| JPMCB STABLE ASSET INCOME FUND CLAS JP MORGAN CHASE BANK N.A. · EIN 20-1978950 / PN 001 | Common Collective Trust | — | $57.7M | $62.2M | 4.9% | |
| FIDELITY FREEDOM BLEND 2060 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $61.0M | 4.8% | |
| FIDELITY FREEDOM BLEND 2040 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $55.7M | 4.4% | |
| FIDELITY FREEDOM BLEND 2035 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $54.0M | 4.3% | |
| FIDELITY FREEDOM BLEND 2030 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $50.6M | 4.0% | |
| JP Morgan Mid Cap Value Fund Mid cap value fund # | — | — | — | $46.5M | 3.7% | |
| NTGI ACWI ex-US Investable Market Index Mid-cap blend fund # | — | — | — | $39.7M | 3.1% | |
| NT COLLECTIVE ACWI EX-US MARKET IND NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | $33.8M | $39.7M | 3.1% | |
| maximum five-year term unless for purchase of primary residence, collateralized by 50% of participants' vested account balance, maturing through July 2039. -0- | — | — | — | $36.2M | 2.9% | |
| LOAN FUND LOANS | — | — | $36.1M | $36.1M | 2.8% | |
| JP Morgan Mid Cap Growth Fund Mid cap growth fund # | — | — | — | $35.6M | 2.8% | |
| FIDELITY FREEDOM BLEND 2025 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $29.7M | 2.3% | |
| NORTHERN TRUST AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | $26.5M | $27.0M | 2.1% | |
| NTGI Aggregate Bond Index Intermediate bonds # | — | — | — | $27.0M | 2.1% | |
| NT COLLECTIVE EXT EQ MKT COMMON / COLLECTIVE TRUSTS | — | — | $22.3M | $25.7M | 2.0% | |
| NT COLLECTIVE EXTENDED EQUITY MARKE NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $25.7M | 2.0% | |
| MFS Value Fund Large value fund # | — | — | $22.0M | $24.8M | 2.0% | |
| FH Total Return Bond Fund Intermediate bonds # | — | — | — | $24.7M | 2.0% | |
| FEDERATED HERMES TOTAL RETURN BOND WILMINGTON TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | — | $23.7M | $24.7M | 2.0% | |
| Dodge & Cox International Stock Fund Foreign large blend fund # | — | — | $19.3M | $23.7M | 1.9% | |
| Neuberger Berman Genesis Fund Mid cap growth fund # | — | — | — | $23.1M | 1.8% | |
| American Fund Europacific Growth Fund Foreign large blend fund # | — | — | — | $20.9M | 1.6% | |
| JP MORGAN SMALL CAP GRTH R6 MUTUAL FUNDS | — | — | $21.5M | $18.5M | 1.5% | |
| FIDELITY FREEDOM BLEND 2065 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $13.6M | 1.1% | |
| FEDERATED HERMES INST HIGH IS MUTUAL FUNDS | — | — | $11.5M | $11.3M | 0.9% | |
| Columbia Small Cap Value Fund Small value fund # | — | — | — | $9.1M | 0.7% | |
| Vanguard Inflation-Protected Securities Inflation protected bonds # | — | — | — | $9.1M | 0.7% | |
| FIDELITY FREEDOM BLEND 2020 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $6.6M | $7.0M | 0.5% | |
| Fidelity Freedom Blend 2020 Fund Target date fund # | — | — | — | $7.0M | 0.5% | |
| Cohen & Steers Realty Fund Real estate fund # | — | — | — | $6.2M | 0.5% | |
| Allspring Emerging Markets Inflation protected bonds # | — | — | $3.5M | $3.5M | 0.3% | |
| Fidelity Freedom Blend Income Target date fund # | — | — | — | $2.7M | 0.2% | |
| FIDELITY FREEDOM BLEND INCOME CLASS FIDELITY INVESTMENTS · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $2.7M | $2.7M | 0.2% | |
| FIDELITY FREEDOM BLEND 2015 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| FIDELITY FREEDOM BLEND 2010 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| Money market fund BIF Money Fund Money market fund # | — | — | — | $332K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $104K | $104K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $33K | $33K | <0.1% |