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Original filing (PDF)20250804132922NAL0003581618001
CRANE ENGINEERING SALES, INC.
Form 5500
FILING_RECEIVED
CRANE ENGINEERING SALES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
158
Accounts w/ balance
159
Plan assets (EOY)
$21.6M
Net assets (EOY)
$21.6M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "First Eagle Global Fund Class R6 Mutual Fund N/A" is 34% of plan.
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRANE ENGINEERING SALES, INC..
Plan sponsor
Name
CRANE ENGINEERING SALES, INC.
EIN
39-1093902
Address
707 FORD STREET · KIMBERLY, WI · 54136
Phone
(920) 733-4425
Industry
Wholesale 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
2025-08-04
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $71K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INC. | 39-1955089 | GREEN BAY, WI | THIRD PARTY ADMINISTRATO | $30K | — |
Investments
14 direct securities· $21.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| First Eagle Global Fund Class R6 Mutual Fund N/A | — | — | — | $7.5M | 34.6% | |
| FPA Crescent Fund Mutual Fund N/A | — | — | — | $5.6M | 25.9% | |
| Jensen Quality Growth Fund Class J Mutual Fund N/A | — | — | — | $1.8M | 8.4% | |
| AMG Yacktman Fund Class I Mutual Fund N/A | — | — | — | $1.3M | 5.8% | |
| Metropolitan West Total Return Bond Fund Class I Mutual Fund N/A | — | — | — | $1.1M | 5.2% | |
| Vanguard Wellesley Income Admiral Mutual Fund N/A | — | — | — | $1.1M | 5.1% | |
| Neuberger Berman Genesis Fund Institutional Class Mutual Fund N/A | — | — | — | $780K | 3.6% | |
| FPA New Income Fund Mutual Fund N/A | — | — | — | $702K | 3.3% | |
| Vanguard Federal Money Market FundMutual Fund | — | — | — | $647K | 3.0% | |
| Royce Small-Cap Special Equity Fund Institutional Class Mutual Fund N/A | — | — | — | $554K | 2.6% | |
| Fidelity Low-Priced Stock Fund Mutual Fund N/A | — | — | — | $450K | 2.1% | |
| Templeton Global Bond Fund Advisor Class Mutual Fund N/A | — | — | — | $65K | 0.3% | |
| Participant loans Interest rates range of 4.25 to 9.25% - | — | — | — | $34K | 0.2% | |
| Mid Atlantic Master Cash Acct Cash Account | — | — | — | $2K | <0.1% |
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