Tracey Stevens signed Craig Technical Consulting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Craig Technical Consulting, Inc.'s EIN is 54-1935688.
Download the official 2024 Form 5500 (PDF) for Craig Technical Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Craig Technical Consulting, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $2.4M | 15.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 9.7% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| MFS GROWTH FUND - CLASS R4 | Registered Investment Companies | — | — | $1.3M | 8.2% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $903K | 5.8% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $765K | 4.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $681K | 4.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $673K | 4.3% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $648K | 4.2% | |
| JANUS HENDERSON GLBL EQ INC A | Registered Investment Companies | — | — | $623K | 4.0% | |
| BLACKROCK INFL PROT BD PORT-A | Registered Investment Companies | — | — | $549K | 3.5% | |
| MFS MID CAP VALUE FUND A | Registered Investment Companies | — | — | $451K | 2.9% | |
| PGIM HIGH YIELD FUND - R4 | Registered Investment Companies | — | — | $433K | 2.8% | |
| MFS INTERNATIONAL GROWTH - A | Registered Investment Companies | — | — | $406K | 2.6% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $393K | 2.5% | |
| PIMCO INTL BD FD USD-HED A | Registered Investment Companies | — | — | $390K | 2.5% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $321K | 2.1% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $313K | 2.0% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $289K | 1.9% | |
| DWS ENH COMMODITY STRAT A | Registered Investment Companies | — | — | $238K | 1.5% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $231K | 1.5% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $98K | 0.6% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $68K | 0.4% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $67K | 0.4% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $61K | 0.4% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $58K | 0.4% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $52K | 0.3% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $45K | 0.3% | |
| EAT HIGH INCOME OPPS - A | Registered Investment Companies | — | — | $44K | 0.3% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $39K | 0.3% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $35K | 0.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $26K | 0.2% | |
| MFS NEW DISCOVERY - A | Registered Investment Companies | — | — | $18K | 0.1% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $10K | <0.1% | |
| PRINCIPAL GLOBL REAL EST SEC A | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $6K | <0.1% | |
| GS GLOBAL CORE FIXED INC - A | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAIG TECHNICAL CONSULTING, INC | 54-1935688 | — | PLAN ADMINISTRATOR | $27K | — |
