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Original filing (PDF)20251008130736NAL0009457760001
CRAYON INC.
Form 5500
FILING_RECEIVED
CRAYON 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding7 service providers
Active participants
55
Accounts w/ balance
183
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Retirement 2055 Inv Mutual fund" is 27% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAYON INC..
Plan sponsor
Name
CRAYON INC.
EIN
46-0649552
Address
268 SUMMER STREET, 4TH FLOOR · BOSTON, MA · 02110
Phone
(617) 953-0381
Industry
Information / Tech / Mediasee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $5K | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
22 direct securities· $6.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2055 Inv Mutual fund | — | — | — | $1.8M | 27.0% | |
| T. Rowe Price Retirement 2060 Inv Mutual fund | — | — | — | $1.4M | 20.2% | |
| T. Rowe Price Retirement 2050 Inv Mutual fund | — | — | — | $950K | 14.1% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $617K | 9.1% | |
| T. Rowe Price Retirement 2045 Inv Mutual fund | — | — | — | $590K | 8.7% | |
| T. Rowe Price Retirement 2040 Inv Mutual fund | — | — | — | $368K | 5.5% | |
| T. Rowe Price Retirement 2065 Inv Mutual fund | — | — | — | $292K | 4.3% | |
| T. Rowe Price Retirement 2035 Inv Mutual fund | — | — | — | $218K | 3.2% | |
| Vanguard Mid Cap Index Fund Mutual fund | — | — | — | $149K | 2.2% | |
| American Funds Growth Fund Of America R6 Mutual fund | — | — | — | $103K | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $53K | 0.8% | |
| T. Rowe Price Retirement 2025 Inv Mutual fund | — | — | — | $35K | 0.5% | |
| T. Rowe Price Government Money Inv Interest-bearing cash | — | — | — | $31K | 0.5% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $26K | 0.4% | |
| MFS Growth Allocation Fund R4 Mutual fund | — | — | — | $25K | 0.4% | |
| Fidelity Global Ex Us Index Fund Mutual fund | — | — | — | $24K | 0.4% | |
| MFS Conservative Allocation Fund R4 Mutual fund | — | — | — | $23K | 0.3% | |
| Fidelity Advisor Total Bond Z Mutual fund | — | — | — | $22K | 0.3% | |
| MFS Aggressive Growth Allocation Fund R4 Mutual fund | — | — | — | $22K | 0.3% | |
| DFA U.S. Large Value Fund Mutual fund | — | — | — | $10K | 0.1% | |
| LORD ABBETT SHORT DURATION INCOME R6 MUTUAL FUND | — | — | — | $6K | <0.1% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.00% - 5.00% | — | — | — | $1K | <0.1% |