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Original filing (PDF)20250731102550NAL0012898882001
CROWE LLP
Form 5500
FILING_RECEIVED
CROWE LLP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,840
Accounts w/ balance
7,934
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
20 pooled trusts
Schedule D
93 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWE LLP.
Plan sponsor
Name
CROWE LLP
EIN
35-0921680
Address
P.O. BOX 7 · SOUTH BEND, IN · 466240007
Phone
(574) 232-3992
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
3B · Covers self-employed individuals
2J · 401(k) feature
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $276K | — |
| THE VANGUARD GROUP INC. | 23-1945930 | — | NONE | $167K | — |
Investments
74 direct securities · 20 pooled funds· $1.2B(95% 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
$1.1B
20 holdings
Uncategorized
$81.4M
74 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $143.8M | 11.4% | |
| VFTC INST TOTAL STOCK MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $129.2M | 10.2% | |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $84.4M | 6.7% | |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $81.8M | 6.5% | |
| LAZARD INTL STRATEGIC EQ (ACW EX-US LAZARD ASSET MANAGEMENT LLC · EIN 45-2146398 / PN 001 | Common Collective Trust | — | — | $81.4M | 6.4% | |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $76.0M | 6.0% | |
| WINSLOW CAPITAL US LARGE CAP GROWTH EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 852 | Common Collective Trust | — | — | $71.4M | 5.6% | |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 754,108.871 | $55.4M | $68.9M | 5.4% | |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $67.5M | 5.3% | |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $65.1M | 5.1% | |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $52.2M | 4.1% | |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $38.8M | $51.5M | 4.1% | |
| VFTC INST TOTAL BOND MARKET INDEX T VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $43.7M | 3.5% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $43.3M | 3.4% | |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $19.4M | 1.5% | |
| PRUDENTIAL CORE BLUE BOND 6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $14.8M | 1.2% | |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.9% | |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $11.0M | 0.9% | |
| 688910900 TAIWAN SEMICONDUCTOR MANUFAC | — | 138,032 | — | $4.5M | 0.4% | |
| BP6KMJ909 NOVO NORDISK A/S B | — | 34,183.759 | — | $3.0M | 0.2% | |
| BMMV2K903 TENCENT HOLDINGS LTD | — | 49,310.849 | — | $2.6M | 0.2% | |
| ACI02GTQ9 ASML HOLDING NV | — | 3,347.431 | — | $2.4M | 0.2% | |
| G0403H108 AON PLC CLASS A | — | 5,945.28 | — | $2.1M | 0.2% | |
| G4705A100 ICON PLC | — | 10,157.113 | — | $2.1M | 0.2% | |
| ACI11TN03 RELX PLC | — | 43,743.249 | — | $2.0M | 0.2% | |
| 607642907 BANK LEUMI LE ISRAEL | — | 162,104.348 | — | $1.9M | 0.2% | |
| BD4D94902 COCA COLA EUROPACIFIC PARTNE | — | 24,633.451 | — | $1.9M | 0.2% | |
| B0SWJX907 LONDON STOCK EXCHANGE GROUP | — | 13,461.009 | — | $1.9M | 0.2% | |
| 710889908 ABB LTD REG | — | 31,681.542 | — | $1.7M | 0.1% | |
| 474184900 MERCK KGAA | — | 11,807.41 | — | $1.7M | 0.1% | |
| 677172009 SAMSUNG ELECTRONICS CO LTD | — | 46,500.072 | — | $1.7M | 0.1% | |
| G25508105 CRH PLC | — | 18,006.883 | — | $1.7M | 0.1% | |
| BN0SDX902 HENSOLDT AG | — | 46,126.828 | — | $1.6M | 0.1% | |
| M98068105 WIX.COM LTD | — | 7,654.38 | — | $1.6M | 0.1% | |
| 929MMUII2 SS INST US GOV MM ADMIN SALXX | — | 1,633,448.096 | — | $1.6M | 0.1% | |
| BMJ6DW904 INFORMA PLC | — | 158,288.557 | — | $1.6M | 0.1% | |
| 13646K959 CANADIAN PACIFIC KANSAS CITY | — | 21,349.981 | — | $1.5M | 0.1% | |
| G5960L103 MEDTRONIC PLC | — | 19,185.107 | — | $1.5M | 0.1% | |
| ACI14S0Q0 NATIONAL BANK OF GREECE | — | 190,346.335 | — | $1.5M | 0.1% | |
| ACI2K0750 SAMPO OYJ A SHS | — | 34,642.318 | — | $1.4M | 0.1% | |
| B0190C903 TECHTRONIC INDUSTRIES CO LTD | — | 98,675.342 | — | $1.3M | 0.1% | |
| 40415F101 HDFC BANK LTD ADR | — | 20,361.68 | — | $1.3M | 0.1% | |
| BYMXPS901 UNICREDIT SPA | — | 32,172.907 | — | $1.3M | 0.1% | |
| BYP20B900 BAYCURRENT INC | — | 37,881.428 | — | $1.3M | 0.1% | |
| 282388909 ARCA CONTINENTAL SAB DE CV | — | 153,083.472 | — | $1.3M | 0.1% | |
| 506472901 PUMA SE | — | 27,478.169 | — | $1.3M | <0.1% | |
| 724353909 JUMBO SA | — | 45,782.677 | — | $1.2M | <0.1% | |
| 663567907 RENESAS ELECTRONICS CORP | — | 91,526.151 | — | $1.2M | <0.1% | |
| 891102956 TOROMONT INDUSTRIES LTD | — | 14,534.419 | — | $1.1M | <0.1% | |
| BZCNN3908 BANCO COMERCIAL PORTUGUES R | — | 2,383,113.716 | — | $1.1M | <0.1% | |
| 646059907 PHOENIX FINANCIAL LTD | — | 72,679.625 | — | $1.1M | <0.1% | |
| 242104909 GRUPO FINANCIERO BANORTE O | — | 160,676.263 | — | $1.0M | <0.1% | |
| B8KF9B904 WPP PLC | — | 99,487.338 | — | $1.0M | <0.1% | |
| B4TX8S909 AIA GROUP LTD | — | 139,166.792 | — | $1.0M | <0.1% | |
| 416921005 CARLSBERG AS B | — | 10,253.879 | — | $983K | <0.1% | |
| B01C1P906 BANK CENTRAL ASIA TBK PT | — | 1,629,303.734 | — | $979K | <0.1% | |
| B037HR904 ITAU UNIBANCO HOLDING S PREF | — | 194,637.5 | — | $968K | <0.1% | |
| 410359905 EDP SA | — | 301,942.112 | — | $967K | <0.1% | |
| 401225909 AIRBUS SE | — | 6,001.813 | — | $962K | <0.1% | |
| 783513203 RYANAIR HOLDINGS PLC SP ADR | — | 21,907.473 | — | $955K | <0.1% | |
| ACI1XML96 HEXAGON AB B SHS | — | 98,027.376 | — | $936K | <0.1% | |
| 677634008 SANRIO CO LTD | — | 25,563.774 | — | $900K | <0.1% | |
| 680436003 SHIMADZU CORP | — | 31,464.694 | — | $892K | <0.1% | |
| BSM8SQ900 TECHNOPRO HOLDINGS INC | — | 46,516.165 | — | $876K | <0.1% | |
| T9224W109 STEVANATO GROUP SPA | — | 38,956.695 | — | $849K | <0.1% | |
| 286181961 ELEMENT FLEET MANAGEMENT COR | — | 41,639.86 | — | $842K | <0.1% | |
| 01609W102 ALIBABA GROUP HOLDING SP ADR | — | 9,892.293 | — | $839K | <0.1% | |
| B06KZ9902 WOOLWORTHS HOLDINGS LTD | — | 252,111.528 | — | $833K | <0.1% | |
| B62G7K908 SOMPO HOLDINGS INC | — | 30,577.492 | — | $800K | <0.1% | |
| 641297908 JAMES HARDIE INDUSTRIES CDI | — | 25,642.178 | — | $795K | <0.1% | |
| BKDXJH902 BUDWEISER BREWING CO APAC LT | — | 797,191.541 | — | $769K | <0.1% | |
| 738048909 COMPAGNIE DE SAINT GOBAIN | — | 8,655.37 | — | $768K | <0.1% | |
| B10LQP908 TOTVS SA | — | 169,641.122 | — | $735K | <0.1% | |
| 89679A977 TRISURA GROUP LTD | — | 24,097.107 | — | $653K | <0.1% | |
| BMQ5W1905 DAVIDE CAMPARI MILANO NV | — | 104,690.67 | — | $653K | <0.1% | |
| 867224958 SUNCOR ENERGY INC | — | 17,139.386 | — | $612K | <0.1% | |
| BGR6KX908 INNOVENT BIOLOGICS INC | — | 123,537.609 | — | $582K | <0.1% | |
| 658444906 MERIDA INDUSTRY CO LTD | — | 124,414.494 | — | $573K | <0.1% | |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $555K | <0.1% | |
| 588950907 INFINEON TECHNOLOGIES AG | — | 16,802.972 | — | $547K | <0.1% | |
| BHQK86909 SHENZHEN MINDRAY BIO MEDIC A | — | 12,977.897 | — | $453K | <0.1% | |
| VANGUARD TARG RET INC & GROWTH TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $400K | <0.1% | |
| 649099009 KEYENCE CORP | — | 969.732 | — | $398K | <0.1% | |
| TWD | — | 8,427.586 | — | $257 | <0.1% | |
| HKD | — | 429.429 | — | $55 | <0.1% | |
| KRW | — | 63,047.715 | — | $43 | <0.1% | |
| NOK | — | 237.191 | — | $21 | <0.1% | |
| GBP | — | 1.961 | — | $2 | <0.1% | |
| EUR | — | 1.556 | — | $2 | <0.1% | |
| CHF | — | 1.236 | — | $1 | <0.1% | |
| DKK | — | 4.653 | — | $1 | <0.1% | |
| EGP | — | 13.472 | — | $0 | <0.1% | |
| BRL | — | 1.562 | — | $0 | <0.1% | |
| ZAR | — | 0.001 | — | $0 | <0.1% |