Kelly Lewis signed CREW Carwash, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CREW Carwash, Inc.'s EIN is 35-1445752.
Download the official 2024 Form 5500 (PDF) for CREW Carwash, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CREW Carwash, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | 82-0759826 | — | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund 125,833 | Mutual Funds | — | — | $3.7M | 19.2% | |
| Vanguard Target Retirement 2060 Fund 62,215 | Mutual Funds | — | — | $3.2M | 16.4% | |
| Vanguard Target Retirement 2055 Fund 41,746 | Mutual Funds | — | — | $2.3M | 11.9% | |
| Fidelity 500 Index Fund 10,042 | Common Collective Trusts | — | — | $2.1M | 10.5% | |
| Vanguard Target Retirement 2050 Fund 35,763 | Mutual Funds | — | — | $1.8M | 9.2% | |
| Vanguard Target Retirement 2035 Fund 62,313 | Mutual Funds | — | — | $1.5M | 7.7% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| Vanguard Target Retirement 2040 Fund 24,628 | Mutual Funds | — | — | $1.1M | 5.5% | |
| Janus Henderson Enterprise Fund I 3,034 | Mutual Funds | — | — | $433K | 2.2% | |
| John Hancock Disciplined Value Fund R6 14,514 | Other securities | — | — | $327K | 1.7% | |
| Vanguard Target Retirement 2025 Fund 14,156 | Mutual Funds | — | — | $265K | 1.4% | |
| REGISTERED INVESTMENT COMPANIES American Cent Mid Cap Value Fund R6 14,093 | Other securities | — | — | $219K | 1.1% | |
| Fidelity International Capital Appreciation Fund K6 12,882 | Mutual Funds | — | — | $208K | 1.1% | |
| Fidelity International Index Fund 4,238 | Common Collective Trusts | — | — | $201K | 1.0% | |
| Vanguard Target Retirement 2030 Fund 4,213 | Mutual Funds | — | — | $160K | 0.8% | |
| Fidelity Small Cap Growth Fund K6 7,663 | Mutual Funds | — | — | $137K | 0.7% | |
| Vanguard Target Retirement Income Fund 8,616 | Mutual Funds | — | — | $113K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund R6 1,289 | Other securities | — | — | $109K | 0.6% | |
| Fidelity Mid Cap Index Fund 2,363 | Common Collective Trusts | — | — | $80K | 0.4% | |
| Fidelity Small Cap Index Fund 2,639 | Common Collective Trusts | — | — | $73K | 0.4% | |
| PGIM High Yield Fund R6 13,069 | Other securities | — | — | $62K | 0.3% | |
| MONEY MARKET FUND SHARES * Fidelity Money Market Fund 50,169 | Mutual Funds | — | — | $50K | 0.3% | |
| JPMorgan Core Plus Bond Fund R6 6,459 | Other securities | — | — | $46K | 0.2% | |
| PIMCO Income Fund Institutional 3,008 | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Puritan Fund K 1,177 | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 554 | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity International Bond Index Fund 1,073 | Common Collective Trusts | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund 330 | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity US Bond Index Fund 782 | Common Collective Trusts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
