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Original filing (PDF)20251014170152NAL0006902130001
LOCAL CRAFTS GROUP, LLC
Form 5500
FILING_RECEIVED
LOCAL CRAFTS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
123
Accounts w/ balance
176
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
42 pooled trusts
Schedule D
42 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 (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL CRAFTS GROUP, LLC.
Plan sponsor
Name
LOCAL CRAFTS GROUP, LLC
EIN
36-4711639
Address
13118 NE 4TH STREET, SUITE 101 · VANCOUVER, WA · 986845809
Phone
(360) 260-8900
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO USA | 01-0233346 | — | RECORDKEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FSA INC | 59-2937883 | — | REGISTERED INVESTMENT ADV | $13K | — |
Investments
1 direct security · 42 pooled funds· $5.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.2M
42 holdings
Uncategorized
$55K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $805K | 15.3% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $786K | 14.9% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $611K | 11.6% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $548K | 10.4% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $508K | 9.7% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $435K | 8.3% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $387K | 7.4% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $243K | 4.6% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $169K | 3.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 2.5% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $92K | 1.7% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $92K | 1.7% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 1.5% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 5.25% - 10.50% - | — | — | — | $55K | 1.0% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.7% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.6% | |
| FRANKLIN UTILITIES FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.4% | |
| DFA INFLATION PROTECTED SEC JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.4% | |
| JOHN HANCOCK HIGH YIELD FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.4% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.4% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.4% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| PIMCO INCOME FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD MID CAP VALUE ETF JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $627 | <0.1% |
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