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Original filing (PDF)20251011060525NAL0004637347001
CRAIG TECHNICAL CONSULTING, INC.
Form 5500
FILING_RECEIVED
CRAIG TECHNOLOGIES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
195
Accounts w/ balance
257
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAIG TECHNICAL CONSULTING, INC..
Plan sponsor
Name
CRAIG TECHNICAL CONSULTING, INC.
EIN
54-1935688
Address
150 N SYKES CREEK PARKWAY · SUITE 200 · MERRITT ISLAND, FL · 32953
Phone
(321) 613-5620
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NOVOGRADAC COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAIG TECHNICAL CONSULTING, INC | 54-1935688 | — | PLAN ADMINISTRATOR | $27K | — |
Investments
36 direct securities · 1 pooled fund· $15.5M(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.
Registered Investment Companies
$14.6M
36 holdings
Common Collective Trust
$903K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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