Steven Redfearn signed Crescent Electric Supply Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crescent Electric Supply Company's EIN is 42-0201220.
Download the official 2024 Form 5500 (PDF) for Crescent Electric Supply Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent Electric Supply Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $45K | — |
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 Group Growth Index Institutional Fund | Mutual Funds | — | — | $21.2M | 12.2% | |
| American Funds Service Company 2035 Target Date Retirement R6 Fund | Mutual Funds | — | — | $20.5M | 11.9% | |
| American Funds Service Company 2045 Target Date Retirement R6 Fund | Mutual Funds | — | — | $19.2M | 11.1% | |
| The American Funds Fundamental Investors R6 Fund | Mutual Funds | — | — | $13.5M | 7.8% | |
| American Funds Service Company 2055 Target Date Retirement R6 Fund | Mutual Funds | — | — | $12.0M | 6.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $11.4M | 6.6% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $9.2M | 5.4% | |
| The American Funds Balanced R6 Fund | Mutual Funds | — | — | $9.1M | 5.3% | |
| American Funds Service Company 2025 Target Date Retirement R6 Fund | Mutual Funds | — | — | $8.2M | 4.8% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $5.4M | 3.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.0% | |
| Oppenheimer Invesco Discovery R6 Fund | Mutual Funds | — | — | $4.9M | 2.8% | |
| Vanguard Group Selected Value Investor Fund | Mutual Funds | — | — | $3.5M | 2.1% | |
| The American Funds Bond Fund of America R6 Fund | Mutual Funds | — | — | $3.4M | 2.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.7% | |
| Dodge and Cox Funds Income X Fund | Mutual Funds | — | — | $2.9M | 1.7% | |
| American Funds Service Company 2065 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.9M | 1.7% | |
| John Hancock Disciplined Value R6 Fund | Other securities | — | — | $2.6M | 1.5% | |
| Participants* Notes receivable, 5.25% to 10.50% | Bonds / Notes | — | — | $2.4M | 1.4% | |
| American Funds Service Company 2010 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.8M | 1.0% | |
| Vanguard Group Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $1.8M | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.5M | 0.9% | |
| American Funds Service Company 2040 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.1M | 0.6% | |
| American Funds Service Company 2030 Target Date Retirement R6 Fund | Mutual Funds | — | — | $763K | 0.4% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $376K | 0.2% | |
| Fidelity Investments Emerging Markets K Fund | Mutual Funds | — | — | $347K | 0.2% | |
| Schwab Funds International Equity Index Fund | Common Collective Trusts | — | — | $320K | 0.2% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $283K | 0.2% | |
| The American Funds High-Income Trust R6 Fund | Mutual Funds | — | — | $219K | 0.1% | |
| Invesco Funds Group, Inc. Small Cap Value R6 Fund | Mutual Funds | — | — | $199K | 0.1% | |
| American Funds Service Company 2050 Target Date Retirement R6 Fund | Mutual Funds | — | — | $164K | <0.1% | |
| BlackRock 40/60 Target Allocation K Fund | Other securities | — | — | $152K | <0.1% | |
| BlackRock 80/20 Target Allocation K Fund | Other securities | — | — | $84K | <0.1% | |
| American Funds Service Company 2060 Target Date Retirement R6 Fund | Mutual Funds | — | — | $62K | <0.1% | |
| American Funds Service Company 2020 Target Date Retirement R6 Fund | Mutual Funds | — | — | $59K | <0.1% | |
| American Funds Service Company 2015 Target Date Retirement R6 Fund | Mutual Funds | — | — | $31K | <0.1% | |
| (E) | Other securities | — | $84K | $1K | <0.1% | |
| MFS INTL GROWTH CIT CLASS 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/CAUS INTL VALUE CIT TR SEI TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/D&C INT BOND CIT TR SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-4317381 | — | INV ADV, PARTICIPANTS | $1K | — |
