Daniel Watts signed CRC Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CRC Services, LLC's EIN is 46-5676989.
Download the official 2024 Form 5500 (PDF) for CRC Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRC Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | INVESTMENT ADVISOR | $101K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Balanced Fund (1,123,735 shares) | Mutual Funds | — | $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) | Other securities | — | $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) | Mutual Funds | — | $21.6M | $21.6M | 4.3% | |
| State Street Global Advisors State Street Target Retirement 2045 (1,045,425 shares) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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% | |
| State Street Global Advisors State Street Target Retirement 2060 (261,928 shares) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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) | Other securities | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
