Russell Willey signed The Crawford Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Crawford Group, Inc.'s EIN is 43-1233684.
Download the official 2024 Form 5500 (PDF) for The Crawford Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Crawford Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $402K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | $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 | Common Collective Trusts | — | $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 | Other securities | — | $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® - | Mutual Funds | — | $4.0M | $212.9M | 3.3% | |
| Vanguard STAR Fund – Investor Shares | Mutual Funds | — | $7.2M | $198.9M | 3.1% | |
| William Blair Small Cap Value Fund - Class I | Other securities | — | $6.0M | $177.4M | 2.7% | |
| Vanguard Small-Cap Index Fund – Institutional Plus Shares | Common Collective Trusts | — | $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* | Common Collective Trusts | — | $7.0M | $71.9M | 1.1% | |
| 9.50% maturing at various dates through 2039* | Bonds / Notes | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
