Kimberly Richgels signed CRU Concrete, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CRU Concrete, Inc.'s EIN is 39-1535786.
Download the official 2024 Form 5500 (PDF) for CRU Concrete, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRU Concrete, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST BUSINESS TRUST & INVESTMENTS | 39-0394950 | — | NONE | $44K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Goldman Sachs Lrg Cap Growth Ins Instl | Other securities | — | — | $1.6M | 15.9% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.4M | 14.2% | |
| Vanguard Growth Index Fd Admiral | Mutual Funds | — | — | $882K | 8.8% | |
| Harding Loevner Emerging Markets ** 172 JPMorgan Equity Income R6 | Other securities | — | — | $849K | 8.4% | |
| TCW Metwest Total Return Bd Pl | Other securities | — | — | $770K | 7.7% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $534K | 5.3% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | — | $513K | 5.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $500K | 5.0% | |
| Baird Core Plus Bond Instl | Other securities | — | — | $409K | 4.1% | |
| Goldman Sachs Sm Cap Val Insights R6 | Other securities | — | — | $368K | 3.7% | |
| T Rowe Price New Horizon Fund I | Mutual Funds | — | — | $308K | 3.1% | |
| T Rowe Price Growth Stock Fd I | Mutual Funds | — | — | $295K | 2.9% | |
| DFA International Value Port Instl | Mutual Funds | — | — | $176K | 1.7% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | — | $172K | 1.7% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | — | $166K | 1.6% | |
| Fidelity Adv Diversified Intl CL I | Mutual Funds | — | — | $162K | 1.6% | |
| Notes receivable from participants (4.25% - 9.50%) | Bonds / Notes | — | — | $118K | 1.2% | |
| T Rowe Price Retirement 2020 ** 251 T Rowe Price Retirement 2030 | Mutual Funds | — | — | $107K | 1.1% | |
| DFA Emerging Markets Core Equity Port Instl | Mutual Funds | — | — | $102K | 1.0% | |
| T Rowe Price Retirement 2035 | Mutual Funds | — | — | $100K | 1.0% | |
| Vanguard Short Term Bd Index Adm | Mutual Funds | — | — | $97K | 1.0% | |
| T Rowe Price Retirement 2040 | Mutual Funds | — | — | $93K | 0.9% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $79K | 0.8% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | — | $64K | 0.6% | |
| T Rowe Price Retirement 2065 | Mutual Funds | — | — | $25K | 0.2% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | — | $22K | 0.2% | |
| Voya High Yield Bond A | Other securities | — | — | $8K | <0.1% | |
| DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
