Matt Cunningham signed Cramer-Krasselt Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cramer-Krasselt Co.'s EIN is 39-0227400.
Download the official 2024 Form 5500 (PDF) for Cramer-Krasselt Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cramer-Krasselt Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Funds S&P 500 Index Fund | Common Collective Trusts | — | — | $13.4M | 15.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $9.7M | 10.9% | |
| Dodge & Cox Funds Stock Fund | Mutual Funds | — | — | $9.2M | 10.4% | |
| TROWE PRICE INSTL LCAP CORGWTH Registered Investment Company | Mutual Funds | — | — | $8.7M | 9.7% | |
| T. Rowe Price Funds Institutional Largecap Growth Fund | Other securities | — | — | $8.7M | 9.7% | |
| Dodge & Cox Funds Income Fund | Mutual Funds | — | — | $7.0M | 7.9% | |
| Vanguard Mid-Cap Index Admiral Fund | Mutual Funds | — | — | $5.2M | 5.8% | |
| American funds TRGTDT 2040 R6 | Mutual Funds | — | — | $4.5M | 5.1% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.5M | 5.0% | |
| Dodge & Cox Funds International Stock Fund | Mutual Funds | — | — | $3.5M | 3.9% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $3.0M | 3.4% | |
| American funds TRGTDT 2035 R6 | Mutual Funds | — | — | $2.5M | 2.8% | |
| American funds TRGTDT 2045 R6 | Mutual Funds | — | — | $2.4M | 2.7% | |
| Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $2.1M | 2.3% | |
| Allspring Small Cap Value Fund | Other securities | — | — | $2.0M | 2.2% | |
| American funds TRGTDT 2055 R6 | Mutual Funds | — | — | $1.9M | 2.2% | |
| American funds TRGTDT 2030 R6 | Mutual Funds | — | — | $1.9M | 2.1% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $1.8M | 2.0% | |
| Cohen & Steers Realty Inst CL | Other securities | — | — | $1.7M | 1.9% | |
| American funds TRGTDT 2050 R6 | Mutual Funds | — | — | $1.6M | 1.8% | |
| American funds TRGTDT 2025 R6 | Mutual Funds | — | — | $1.0M | 1.2% | |
| American funds TRGTDT 2010 R6 | Mutual Funds | — | — | $600K | 0.7% | |
| American funds TRGTDT 2060 R6 | Mutual Funds | — | — | $350K | 0.4% | |
| Participants Participant loans, maturing March 2025 through October 2029 with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $169K | 0.2% | |
| American funds TRGTDT 2065 R6 | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 45-3791510 |
| — |
| NONE |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX ADVISORY SERVICES LLC | 68-0524298 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
