David Burkum signed Crawford, Murphy and Tilly, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crawford, Murphy and Tilly, Inc.'s EIN is 37-0844662.
Download the official 2024 Form 5500 (PDF) for Crawford, Murphy and Tilly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crawford, Murphy and Tilly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $57K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $46K | — |
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 Institutional Index Fund Inst'l Shares | Common Collective Trusts | — | — | $35.8M | 18.8% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $18.0M | 9.4% | |
| LARGE CAP GROWTH FUND II; CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $15.6M | 8.2% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shares | Common Collective Trusts | — | — | $10.8M | 5.7% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $10.2M | 5.4% | |
| Vanguard Small-Cap Value Index Fund: Inst'l Shares | Common Collective Trusts | — | — | $10.1M | 5.3% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $9.6M | 5.0% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $7.4M | 3.9% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $6.2M | 3.2% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $5.3M | 2.8% | |
| Fidelity Management & Research Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $5.2M | 2.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.1M | 2.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.4M | 2.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.3M | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $3.9M | 2.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $3.6M | 1.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.3M | 1.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $3.2M | 1.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.0M | 1.6% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $3.0M | 1.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.3M | 1.2% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 1.2% | |
| American Funds American Funds New World Fund; Class R6 | Mutual Funds | — | — | $2.1M | 1.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $2.1M | 1.1% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares | Mutual Funds | — | — | $1.7M | 0.9% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.6M | 0.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.5M | 0.8% | |
| and Money Market Mutual Fund Fidelity Advisor Strategic Income Fund; I Class | Mutual Funds | — | — | $1.2M | 0.6% | |
| JP Morgan JPMorgan Mid Cap Growth Fund; Class R6 | Other securities | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.1M | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $965K | 0.5% | |
| Vanguard Utilities Index Fund Admiral Shares | Common Collective Trusts | — | — | $844K | 0.4% | |
| Nuveen Large Cap Responsible Equity Fund R6 | Mutual Funds | — | — | $527K | 0.3% | |
| MFS MID CAP VALUE FUND; CLASS 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $512K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $491K | 0.3% | |
| PGIM Global Total Return; Class R6 | Other securities | — | — | $240K | 0.1% | |
| Impax Asset Management Impax Sustainable Allocation Fund; Institutional | Other securities | — | — | $16K | <0.1% | |
| MID CAP GROWTH FUND; R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
