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Original filing (PDF)20250827090302NAL0009400529001
CROELL, INC.
Form 5500
FILING_RECEIVED
CROELL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,053
Accounts w/ balance
1,199
Plan assets (EOY)
$50.7M
Net assets (EOY)
$50.7M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 194% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROELL, INC..
Plan sponsor
Name
CROELL, INC.
EIN
42-1029170
Address
2010 KENWOOD AVENUE · P.O. BOX 430 · NEW HAMPTON, IA · 50659
Phone
(641) 394-6789
Industry
Manufacturingsee 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
2025-08-27
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN | 01-0233346 | — | NONE | $153K | — |
| L.M.KOHN & COMPANY | 31-1311805 | — | NONE | $59K | — |
| PARADIGM BENEFITS LLC | — | WAVERLY, IA | NONE | $27K | — |
Investments
39 direct securities · 1 pooled fund· $50.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$48.9M
38 holdings
Common Collective Trust
$1.4M
1 holding
Mutual Funds
$321K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2035 Fund Institutional Fund | — | — | — | $5.2M | 10.3% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2045 Fund Institutional Fund | — | — | — | $5.1M | 10.1% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2040 Fund Institutional Fund | — | — | — | $5.0M | 9.9% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2030 Fund Institutional Fund | — | — | — | $4.2M | 8.3% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2025 Fund Institutional Fund | — | — | — | $3.9M | 7.7% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2050 Fund Institutional Fund | — | — | — | $3.4M | 6.7% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2020 Fund Institutional Fund | — | — | — | $2.5M | 4.9% | |
| Fidelity Registered Inv. Co. Advisor New Insights Fund | — | — | — | $2.4M | 4.6% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2055 Fund Institutional Fund | — | — | — | $2.1M | 4.1% | |
| Vanguard Registered Inv. Co. 500 Index Fund | — | — | — | $1.9M | 3.7% | |
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK RETIREMENT PLAN SERVICE · EIN 47-8033889 / PN 000 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| American Funds Registered Inv. Co. New Perspective Fund | — | — | — | $1.3M | 2.6% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2060 Fund Institutional Fund | — | — | — | $1.3M | 2.5% | |
| Vanguard Registered Inv. Co. Growth and Income Fund | — | — | — | $1.1M | 2.1% | |
| John Hancock Registered Inv. Co. Balanced Fund | — | — | — | $920K | 1.8% | |
| Vanguard Registered Inv. Co. Small Cap Index Fund | — | — | — | $858K | 1.7% | |
| through December 2029. | — | — | — | $786K | 1.6% | |
| Vanguard Registered Inv. Co. Growth Index Fund | — | — | — | $768K | 1.5% | |
| DFA Registered Inv. Co. International Large Cap Growth Portfolio Fund | — | — | — | $731K | 1.4% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2065 Fund Institutional Fund | — | — | — | $611K | 1.2% | |
| American Funds Registered Inv. Co. New World Fund | — | — | — | $503K | 1.0% | |
| Vanguard Registered Inv. Co. Balanced Index Fund | — | — | — | $470K | 0.9% | |
| DFA Registered Inv. Co. US Targeted Value Portfolio I Fund | — | — | — | $431K | 0.9% | |
| American Funds Registered Inv. Co. Bond Fund of America Fund | — | — | — | $376K | 0.7% | |
| DFA Registered Inv. Co. International Value Portfolio Fund | — | — | — | $359K | 0.7% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2015 Fund Institutional Fund | — | — | — | $348K | 0.7% | |
| American Century Registered Inv. Co. Heritage Fund | Mutual Funds | — | — | $321K | 0.6% | |
| Vanguard Registered Inv. Co. Wellesley Income Fund | — | — | — | $309K | 0.6% | |
| American Funds Registered Inv. Co. Small Cap World Fund | — | — | — | $308K | 0.6% | |
| Fidelity Registered Inv. Co. Strategic Dividend & Income Fund | — | — | — | $296K | 0.6% | |
| American Funds Registered Inv. Co. Capital Income Builder Fund | — | — | — | $262K | 0.5% | |
| American Funds Registered Inv. Co. Cap World Bond Fund | — | — | — | $240K | 0.5% | |
| Fidelity Registered Inv. Co. Asset Manager 85% Fund | — | — | — | $195K | 0.4% | |
| TIAA-CREF Registered Inv. Co. Strategic Income Fund | — | — | — | $193K | 0.4% | |
| Franklin Templeton Registered Inv. Co. Gold and Precious Metals Fund | — | — | — | $158K | 0.3% | |
| TIAA-CREF Registered Inv. Co. Lifecycle Index 2010 Fund Institutional Fund | — | — | — | $139K | 0.3% | |
| Vanguard Registered Inv. Co. High Yield Corp Fund | — | — | — | $136K | 0.3% | |
| PIMCO Registered Inv. Co. Income Fund | — | — | — | $119K | 0.2% | |
| JPMorgan Registered Inv. Co. US Govt Money Market Fund | — | — | — | $52K | 0.1% | |
| The Harford Registered Inv. Co. Balance Income Fund | — | — | — | $20K | <0.1% |
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