Back to filter
Original filing (PDF)20250731085852NAL0002937747001
THE CRAWFORD GROUP, INC.
Form 5500
FILING_RECEIVED
ENTERPRISE HOLDINGS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
71,379
Accounts w/ balance
84,341
Plan assets (EOY)
$6.5B
Net assets (EOY)
$6.5B
How this plan invests
This plan
25 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CRAWFORD GROUP, INC..
Plan sponsor
Name
THE CRAWFORD GROUP, INC.
EIN
43-1233684
Address
600 CORPORATE PARK DRIVE · SAINT LOUIS, MO · 63105
Phone
(314) 512-5000
Industry
Real Estatesee all
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
2025-07-31
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $402K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
9 direct securities · 25 pooled funds· $6.5B(100% of reported assets)
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.
Common Collective Trust
$4.8B
25 holdings
Uncategorized
$1.7B
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $3.1M | $858.2M | 13.2% | |
| WINSLOW LARGE CAP C SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $4.1M | $607.1M | 9.3% | |
| BTC LIFEPATH 2050 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4532215 / PN 001 | Common Collective Trust | — | $24.5M | $447.8M | 6.9% | |
| BTC LIFEPATH 2055 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4552063 / PN 001 | Common Collective Trust | — | $23.4M | $431.9M | 6.6% | |
| Vanguard Windsor II Fund – Admiral Shares | — | — | $5.1M | $403.6M | 6.2% | |
| BTC LIFEPATH 2040 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4496468 / PN 001 | Common Collective Trust | — | $23.2M | $392.8M | 6.0% | |
| BTC LIFEPATH 2060 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4575448 / PN 001 | Common Collective Trust | — | $19.4M | $358.0M | 5.5% | |
| BTC LIFEPATH 2045 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4514357 / PN 001 | Common Collective Trust | — | $19.4M | $343.6M | 5.3% | |
| BTC LIFEPATH 2030 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4462201 / PN 001 | Common Collective Trust | — | $17.6M | $265.3M | 4.1% | |
| WB SMID GROWTH 2 GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | $6.2M | $262.9M | 4.0% | |
| Vanguard Mid-Cap Index Fund – Institutional Plus Shares | — | — | $657K | $234.0M | 3.6% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $218.9M | 3.4% | |
| LifePath® Index Retirement Fund – Class J | — | — | $15.6M | $213.1M | 3.3% | |
| BTC LIFEPATH RET J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4590893 / PN 001 | Common Collective Trust | — | — | $213.1M | 3.3% | |
| American Funds® EuroPacific Growth Fund® - | — | — | $4.0M | $212.9M | 3.3% | |
| Vanguard STAR Fund – Investor Shares | — | — | $7.2M | $198.9M | 3.1% | |
| William Blair Small Cap Value Fund - Class I | — | — | $6.0M | $177.4M | 2.7% | |
| Vanguard Small-Cap Index Fund – Institutional Plus Shares | — | — | $411K | $136.7M | 2.1% | |
| PRU CORE PL BD CL 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | — | $736K | $135.7M | 2.1% | |
| BTC LIFEPATH 2065 J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1944762 / PN 001 | Common Collective Trust | — | $7.3M | $112.9M | 1.7% | |
| BTC LIFEPATH 2035 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4480429 / PN 001 | Common Collective Trust | — | $6.9M | $110.3M | 1.7% | |
| SP INTL INDEX D GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | $576K | $77.8M | 1.2% | |
| Fidelity U.S. Bond Index Fund* | — | — | $7.0M | $71.9M | 1.1% | |
| 9.50% maturing at various dates through 2039* | — | — | — | $55.3M | 0.8% | |
| BTC LP IDX 2065 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2050 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX RET M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2040 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2055 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3223239 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2035 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3168065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2025 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3128643 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2060 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2045 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2030 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |