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Original filing (PDF)20250731105112NAL0010317874001
CRESCENT PLASTICS, INC.
Form 5500
FILING_RECEIVED
EMPLOYEES INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
552
Accounts w/ balance
602
Plan assets (EOY)
$71.9M
Net assets (EOY)
$71.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRESCENT PLASTICS, INC..
Plan sponsor
Name
CRESCENT PLASTICS, INC.
EIN
35-0851142
Address
600 CROSS POINTE BLVD. · EVANSVILLE, IN · 47715
Phone
(812) 428-9300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COM | 47-0322111 | — | OTHER SERVICES | $7K | — |
Investments
31 direct securities · 1 pooled fund· $81.1M(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.
Uncategorized
$70.0M
30 holdings
Common Collective Trust
$8.7M
1 holding
Mutual Funds
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund 472,271 units | — | — | $472K | $14.7M | 20.4% | |
| Collective Trust Fund *Fidelity Managed Income Portfolio 10,844,898 units | — | — | $10.8M | $9.2M | 12.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.7M | 12.0% | |
| Fidelity 500 Index Fund 30,182 units | — | — | $30K | $6.2M | 8.6% | |
| Fidelity Freedom 2025 Fund 402,761 units | — | — | $403K | $5.5M | 7.6% | |
| T. Rowe Price Dividend Growth Fund 47,883 units | — | — | $48K | $3.7M | 5.1% | |
| Fidelity Freedom 2030 Fund 204,958 units | — | — | $205K | $3.6M | 5.0% | |
| Fidelity Freedom 2035 Fund 222,316 units | — | — | $222K | $3.5M | 4.8% | |
| Fidelity Growth Strategies Fund 44,915 units | — | — | $45K | $3.0M | 4.2% | |
| s *Fidelity Puritan Fund 100,384 units | Mutual Funds | — | $100K | $2.5M | 3.5% | |
| Fidelity Freedom 2040 Fund 210,913 units | — | — | $211K | $2.4M | 3.4% | |
| Fidelity Freedom 2045 Fund 167,979 units | — | — | $168K | $2.3M | 3.1% | |
| Fidelity Low Priced Stock Fund 140,881 units | — | — | $141K | $2.1M | 2.9% | |
| Fidelity Diversified International Fund 47,017 units | — | — | $47K | $2.0M | 2.8% | |
| Fidelity Investment Grade Bond Fund 262,987 units | — | — | $263K | $1.9M | 2.6% | |
| T. Rowe Small Cap Value Fund 32,975 units | — | — | $33K | $1.7M | 2.4% | |
| Fidelity Freedom 2050 Fund 117,547 units | — | — | $118K | $1.6M | 2.2% | |
| Through March 2031 | — | — | — | $972K | 1.4% | |
| Fidelity Freedom 2020 Fund 64,733 units | — | — | $65K | $930K | 1.3% | |
| Fidelity Equity Dividend Income Fund 31,615 units | — | — | $32K | $889K | 1.2% | |
| Fidelity Freedom 2055 Fund 54,469 units | — | — | $54K | $861K | 1.2% | |
| Money Market Fund *Fidelity Government Money Market 816,491 units | — | — | $816K | $816K | 1.1% | |
| Fidelity Freedom 2060 Fund 48,679 units | — | — | $49K | $705K | 1.0% | |
| Fidelity Freedom 2010 Fund 35,765 units | — | — | $36K | $498K | 0.7% | |
| Fidelity Freedom 2065 Fund 22,769 units | — | — | $23K | $301K | 0.4% | |
| Fidelity International Value Fund 26,514 units | — | — | $27K | $267K | 0.4% | |
| Fidelity Small Cap Index Fund 7,164 units | — | — | $7K | $198K | 0.3% | |
| Fidelity Freedom Income Fund 13,937 units | — | — | $14K | $147K | 0.2% | |
| RBC Emerging Markets Equity Fund 4,597 units | — | — | $5K | $60K | <0.1% | |
| Fidelity Mid Cap Index Fund 1,633 units | — | — | $2K | $55K | <0.1% | |
| Fidelity Freedom 2015 Fund 1,973 units | — | — | $2K | $22K | <0.1% | |
| Fidelity Freedom 2070 Fund 308 units | — | — | — | $3K | <0.1% |
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