Correct Craft Holding Company, LLC's EIN is 46-0635077.
Download the official 2024 Form 5500 (PDF) for Correct Craft Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Correct Craft Holding Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
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 | $297K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Collective Trust Fund Invesco Stable Value Trust Fund 10,394,499 Units | Stable Value | — | $10.4M | $10.4M | 20.9% | |
| INVESCO STABLE VALUE TR CL I INVES INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.7M | 19.6% | |
| LARGE CAP GRWTH FD III CI R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $350K | $5.2M | 10.4% | |
| JPMorgan Equity Income Fund 204,875 Shares | Other securities | — | $205K | $4.9M | 9.9% | |
| Fidelity Adv Total Bond 482,840 Shares | Mutual Funds | — | $483K | $4.5M | 9.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCI PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | $329K | $4.5M | 9.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCI PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $11K | $3.7M | 7.4% | |
| MFS International Diversification Fund 156,322 Shares | Mutual Funds | — | $156K | $3.6M | 7.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCI PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | $171K | $3.6M | 7.2% | |
| Participant Loans Maturing at various dates through 2034 with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 3.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.5M | 2.9% | |
| Principal Mid Cap S&P 400 Index 13,283 Units | Other securities | — | $13K | $1.5M | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRIN PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $14K | $1.5M | 2.9% | |
| American Century Small Cap Value Fund 129,426 Shares | Other securities | — | $129K | $1.4M | 2.7% | |
| MID CAP VALUE R1 FUND GREAT GRAY T GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | $80K | $1.3M | 2.6% | |
| JANUS HEND ENT COLL FD CL III GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | $82K | $1.1M | 2.2% | |
| Emerald Growth Inst Fund 40,378 Shares | Mutual Funds | — | $40K | $1.0M | 2.1% | |
| Pioneer Strategic Income Fund 3,054 Shares | Other securities | — | $3K | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEALTH ADVSIORY SERVICES | 99-2539506 | — | INVESTMENT ADVISORY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | CONTRACT ADMINISTRATOR | $425 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | ACCOUNTANT | $0 | — |
