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Original filing (PDF)20250822113444NAL0002519667001
CREW CARWASH, INC.
Form 5500
FILING_RECEIVED
CREW CARWASH 401K PLAN
401(k) retirement plan
Active participants
463
Accounts w/ balance
313
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREW CARWASH, INC..
Plan sponsor
Name
CREW CARWASH, INC.
EIN
35-1445752
Address
11700 EXIT FIVE PKWY · FISHERS, IN · 46037
Phone
(317) 572-9250
Industry
Other Services (ex. Public Admin)see 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
2025-08-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | 82-0759826 | — | ADVISOR | $15K | — |
Investments
28 direct securities · 1 pooled fund· $19.5M(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
$18.2M
28 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund 125,833 | — | — | — | $3.7M | 19.2% | |
| Vanguard Target Retirement 2060 Fund 62,215 | — | — | — | $3.2M | 16.4% | |
| Vanguard Target Retirement 2055 Fund 41,746 | — | — | — | $2.3M | 11.9% | |
| Fidelity 500 Index Fund 10,042 | — | — | — | $2.1M | 10.5% | |
| Vanguard Target Retirement 2050 Fund 35,763 | — | — | — | $1.8M | 9.2% | |
| Vanguard Target Retirement 2035 Fund 62,313 | — | — | — | $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 | — | — | — | $1.1M | 5.5% | |
| Janus Henderson Enterprise Fund I 3,034 | — | — | — | $433K | 2.2% | |
| John Hancock Disciplined Value Fund R6 14,514 | — | — | — | $327K | 1.7% | |
| Vanguard Target Retirement 2025 Fund 14,156 | — | — | — | $265K | 1.4% | |
| REGISTERED INVESTMENT COMPANIES American Cent Mid Cap Value Fund R6 14,093 | — | — | — | $219K | 1.1% | |
| Fidelity International Capital Appreciation Fund K6 12,882 | — | — | — | $208K | 1.1% | |
| Fidelity International Index Fund 4,238 | — | — | — | $201K | 1.0% | |
| Vanguard Target Retirement 2030 Fund 4,213 | — | — | — | $160K | 0.8% | |
| Fidelity Small Cap Growth Fund K6 7,663 | — | — | — | $137K | 0.7% | |
| Vanguard Target Retirement Income Fund 8,616 | — | — | — | $113K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund R6 1,289 | — | — | — | $109K | 0.6% | |
| Fidelity Mid Cap Index Fund 2,363 | — | — | — | $80K | 0.4% | |
| Fidelity Small Cap Index Fund 2,639 | — | — | — | $73K | 0.4% | |
| PGIM High Yield Fund R6 13,069 | — | — | — | $62K | 0.3% | |
| MONEY MARKET FUND SHARES * Fidelity Money Market Fund 50,169 | — | — | — | $50K | 0.3% | |
| JPMorgan Core Plus Bond Fund R6 6,459 | — | — | — | $46K | 0.2% | |
| PIMCO Income Fund Institutional 3,008 | — | — | — | $32K | 0.2% | |
| Fidelity Puritan Fund K 1,177 | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 554 | — | — | — | $15K | <0.1% | |
| Fidelity International Bond Index Fund 1,073 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund 330 | — | — | — | $9K | <0.1% | |
| Fidelity US Bond Index Fund 782 | — | — | — | $8K | <0.1% |
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