How big is H.M. Cragg Company's plan?

H.M. Cragg Company's plan reported $12.4M in assets and 157 participants for 2024.

Original filing (PDF)20250728081912NAL0002476112001

H.M. Cragg Company

Name: H.M. Cragg Company — H.M. Cragg Company 401(k), Form 5500 (2024)
Creator: H.M. Cragg Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H.M. Cragg Company 401(k) Profit Sharing Plan

401(k) retirement plan · H.M. Cragg Company's H.M. Cragg Company 401(k) Profit Sharing Plan held $12.4M in plan assets for 157 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

157

Accounts w/ balance

166

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Krista Honsa signed H.M. Cragg Company's 2024 Form 5500 as plan administrator.

Krista Honsa — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

H.M. Cragg Company's EIN is 41-0948899.

EIN 41-0948899

Plan number 001

Plan year 2024

ACK ID 20250728081912NAL0002476112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H.M. Cragg Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H.M. Cragg Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H.M. CRAGG COMPANY.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Plan sponsor

Name

H.M. CRAGG COMPANY

EIN

all filings

Address

7490 BUSH LAKE ROAD · EDINA, MN · 55439

Phone

(800) 672-7244

Industry

Wholesale Trade

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

2025-07-28

Pension benefit codes

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BREMER BANK NATIONAL ASSOCIATION	—	ST CLOUD, MN	TRUSTEE	$28K	—

Investments

36 direct securities· $12.4M(100% of reported assets)

Mutual Funds

$6.4M

19 holdings

Other securities

$5.4M

15 holdings

Common Collective Trusts

$622K

1 holding

U.S. Treasuries

$12K

1 holding

					% of plan
BlackRock 80/20 Target Allocation Instl	Other securities	—	—	$3.1M	24.9%
American Funds 2050 Target Date Fund R4	Mutual Funds	—	—	$1.4M	11.3%
American Funds 2040 Target Date Fund R4	Mutual Funds	—	—	$1.2M	9.9%
American Funds 2035 Target Date Fund R4	Mutual Funds	—	—	$695K	5.6%
Fidelity 500 Index	Common Collective Trusts	—	—	$622K	5.0%
American Funds 2030 Target Date Fund R4	Mutual Funds	—	—	$589K	4.7%
Columbia Global Technology Growth A	Other securities	—	—	$587K	4.7%
AB Large Cap Growth ADV	Other securities	—	—	$532K	4.3%
American Funds 2045 Target Date Fund R4	Mutual Funds	—	—	$512K	4.1%
BlackRock 60/40 Target Allocation Instl	Other securities	—	—	$414K	3.3%
Fidelity Small Cap Index	Mutual Funds	—	—	$325K	2.6%
American Funds New Perspective R4	Mutual Funds	—	—	$313K	2.5%
Fidelity Mid Cap Index	Mutual Funds	—	—	$278K	2.2%
American Funds 2025 Target Date Fund R4	Mutual Funds	—	—	$246K	2.0%
BlackRock 40/60 Target Allocation	Other securities	—	—	$150K	1.2%
Fidelity Advisor Health Care A	Mutual Funds	—	—	$148K	1.2%
American Funds 2020 Target Date Fund R4	Mutual Funds	—	—	$141K	1.1%
American Funds 2055 Target Date Fund R4	Mutual Funds	—	—	$141K	1.1%
Parnassus Core Equity - Inv	Other securities	—	—	$133K	1.1%
Fidelity Small Cap Growth	Mutual Funds	—	—	$117K	0.9%
American Funds 2060 Target Date Fund R4	Mutual Funds	—	—	$117K	0.9%
JPMorgan Large Cap Growth R5	Other securities	—	—	$102K	0.8%
Victory Sycamore Established Value A	Other securities	—	—	$91K	0.7%
Cohen & Steers Real Estate Securities A	Other securities	—	—	$90K	0.7%
Empower International Value Inv	Other securities	—	—	$71K	0.6%
American Funds 2065 Target Date Fund R4	Mutual Funds	—	—	$62K	0.5%
Baird Cord Plus Bond Inst	Other securities	—	—	$40K	0.3%
Fidelity Advisor Utilities I	Mutual Funds	—	—	$36K	0.3%
Federated Hermes MDT Large Cap Value SS	Other securities	—	—	$35K	0.3%
Guggenheim Total Return Bond Instl	Other securities	—	—	$33K	0.3%
Federated Hermes Opportnstc HI-YLD BD SS	Other securities	—	—	$31K	0.3%
Fidelity Small Cap Value	Mutual Funds	—	—	$25K	0.2%
Pimco Int Bond (USD-Hedged) A	U.S. Treasuries	—	—	$12K	0.1%
MFS Mid Cap Growth Fund R3	Mutual Funds	—	—	$12K	<0.1%
Key Guaranteed Portfolio Fund	Other securities	—	—	$10K	<0.1%
Invesco Gold & Special Minerals A	Mutual Funds	—	—	$3K	<0.1%