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Original filing (PDF)20251007082102NAL0007745968001
EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE
Form 5500
FILING_RECEIVED
CRATE & BARREL HOLDINGS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,357
Accounts w/ balance
9,107
Plan assets (EOY)
$343.4M
Net assets (EOY)
$343.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 265% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE.
Plan sponsor
Name
EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE
EIN
36-2492854
Address
1250 TECHNY ROAD · NORTHBROOK, IL · 60062
Phone
(847) 272-2888
Industry
Retail Tradesee 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
2025-10-07
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | — | WAUSAU, WI | AUDITOR | $19K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $802K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | — | CHICAGO, IL | NONE | $384K | — |
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | NONE | $50K | — |
Investments
33 direct securities · 2 pooled funds· $338.1M(98% 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
$326.6M
33 holdings
Pooled Separate Account
$11.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $65.5M | 19.1% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $38.5M | 11.2% | |
| Empower Select Guaranteed Fund Account Investment in insurance contract | — | — | — | $32.7M | 9.5% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Funds | — | — | — | $30.6M | 8.9% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Funds | — | — | — | $25.9M | 7.5% | |
| Fidelity International Index Mutual Funds | — | — | — | $23.9M | 7.0% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Funds | — | — | — | $21.1M | 6.1% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Funds | — | — | — | $13.2M | 3.8% | |
| Vanguard Small Cap Index Adm Mutual Funds | — | — | — | $12.7M | 3.7% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Funds | — | — | — | $11.1M | 3.2% | |
| Fidelity Extended Market Index Mutual Funds | — | — | — | $9.8M | 2.9% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $9.6M | 2.8% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Funds | — | — | — | $6.5M | 1.9% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Funds | — | — | — | $4.7M | 1.4% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Funds | — | — | — | $4.6M | 1.4% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | — | — | — | $4.3M | 1.2% | |
| Fidelity Total Bond K6 Mutual Funds | — | — | — | $4.0M | 1.2% | |
| T.Rowe Price New Horizons Mutual Funds | — | — | — | $3.1M | 0.9% | |
| Touchstone Large Cap Focused Y Mutual Funds | — | — | — | $2.6M | 0.7% | |
| American Beacon Lg Cap Value R6 Mutual Funds | — | — | — | $2.5M | 0.7% | |
| JPMorgan Mid Cap Value L Mutual Funds | — | — | — | $2.0M | 0.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FU EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.9M | 0.6% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Funds | — | — | — | $1.7M | 0.5% | |
| Pimco Income Instl Mutual Funds | — | — | — | $991K | 0.3% | |
| Hartford Schroders International Stk Sdr Mutual Funds | — | — | — | $876K | 0.3% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Funds | — | — | — | $831K | 0.2% | |
| Parnassus Core Equity - Inst Mutual Funds | — | — | — | $696K | 0.2% | |
| Columbia Small Cap Value Fund Ii Instl 3 Mutual Funds | — | — | — | $510K | 0.1% | |
| Fidelity International Small Cap Opp Mutual Funds | — | — | — | $501K | 0.1% | |
| Calvert Balanced R6 Mutual Funds | — | — | — | $476K | 0.1% | |
| Blackrock Inflation Protected Bond K Mutual Funds | — | — | — | $272K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem Mutual Funds | — | — | — | $270K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem Mutual Funds | — | — | — | $133K | <0.1% | |
| Tiaa-Cref Core Impact Bond Instl Mutual Funds | — | — | — | $26K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Prem Mutual Funds | — | — | — | $15K | <0.1% |