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Original filing (PDF)20251015144345NAL0010141074001
CRC SERVICES, LLC
Form 5500
FILING_RECEIVED
CALIFORNIA RESOURCES CORPORATION SAVINGS PLAN
401(k) retirement plan
Active participants
1,565
Accounts w/ balance
2,465
Plan assets (EOY)
$501.4M
Net assets (EOY)
$501.4M
How this plan invests
This plan
21 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRC SERVICES, LLC.
Plan sponsor
Name
CRC SERVICES, LLC
EIN
46-5676989
Address
P.O. BOX 2900 · LONG BEACH, CA · 908012900
Phone
(888) 848-4754
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-15
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $180K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | INVESTMENT ADVISOR | $101K | — |
Investments
16 direct securities · 21 pooled funds· $639.8M(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
$358.3M
21 holdings
Uncategorized
$281.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Balanced Fund (1,123,735 shares) | — | — | $1.1M | $114.3M | 22.8% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | $1.6M | $89.1M | 17.8% | |
| TRP BLUE CHIP GR T5 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | $826K | $78.2M | 15.6% | |
| State Street Global Advisors State Street Russell Small/Mid Cap Core (1,457,700 shares) | — | — | $1.5M | $38.6M | 7.7% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADIVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $38.6M | 7.7% | |
| Vanguard Prime Money Market (21,575,845 shares) | — | — | $21.6M | $21.6M | 4.3% | |
| State Street Global Advisors State Street Target Retirement 2045 (1,045,425 shares) | — | — | $1.0M | $17.8M | 3.6% | |
| SS TRGT RET 2045 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $17.8M | 3.6% | |
| State Street Global Advisors State Street Target Retirement 2050 (870,266 shares) | — | — | $870K | $15.1M | 3.0% | |
| SS TRGT RET 2050 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $15.1M | 3.0% | |
| LSV LG CAP VALUE CIT RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 001 | Common Collective Trust | — | $701K | $14.4M | 2.9% | |
| State Street Global Advisors State Street Target Retirement 2040 (792,900 shares) | — | — | $793K | $13.2M | 2.6% | |
| SS TRGT RET 2040 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $13.2M | 2.6% | |
| State Street Global Advisors State Street Target Retirement 2030 (830,742 shares) | — | — | $831K | $13.2M | 2.6% | |
| SS TRGT RET 2030 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $13.2M | 2.6% | |
| State Street Global Advisors State Street Target Retirement 2035 (737,639 shares) | — | — | $738K | $12.0M | 2.4% | |
| SS TRGT RET 2035 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $12.0M | 2.4% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | $60K | $11.2M | 2.2% | |
| WASATCH INTERNATIONAL OPPORTUNITIES WASATCH GLOBAL ADVISORS · EIN 27-3649481 / PN 001 | Common Collective Trust | — | $1.1M | $10.5M | 2.1% | |
| GWK SM/MID CAP CORE GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | $388K | $9.8M | 1.9% | |
| State Street Global Advisors State Street Target Retirement 2055 (538,052 shares) | — | — | $538K | $9.3M | 1.9% | |
| SS TRGT RET 2055 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $9.3M | 1.9% | |
| State Street Global Advisors State Street Target Retirement 2025 (483,993 shares) | — | — | $484K | $7.4M | 1.5% | |
| SS TRGT RET 2025 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $7.4M | 1.5% | |
| similar party interest, collateral, par, or maturity value Current value Participant loans(a): 553 Participant loans, various maturities up to 9/27/2034, interest | — | — | — | $6.6M | 1.3% | |
| State Street Global Advisors State Street Target Retirement 2060 (261,928 shares) | — | — | $262K | $4.5M | 0.9% | |
| SS TRGT RET 2060 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $4.5M | 0.9% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | $400K | $4.5M | 0.9% | |
| State Street Global Advisors State Street Global All Cap Equity (260,025 shares) | — | — | $260K | $4.1M | 0.8% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $4.1M | 0.8% | |
| State Street Global Advisors State Street Target Retirement 2065 (110,678 shares) | — | — | $111K | $1.6M | 0.3% | |
| SS TRGT RET 2065 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| SS REAL ASSET K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | $137K | $1.6M | 0.3% | |
| State Street Global Advisors State Street Target Retirement 2020 (107,809 shares) | — | — | $108K | $1.5M | 0.3% | |
| SS TRGT RET 2020 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| State Street Global Advisors State Street Target Retirement Income (39,308 shares) | — | — | $39K | $539K | 0.1% | |
| SS TRGT RET INCOME P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $539K | 0.1% |
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