Original filing (PDF)20250723091635NAL0001874627001

CRANFILL SUMNER LLP

Name: CRANFILL SUMNER LLP — CRANFILL SUMNER LLP 401K PLAN, Form 5500 (2024)
Creator: CRANFILL SUMNER LLP

Form 5500

FILING_RECEIVED

CRANFILL SUMNER LLP 401K PLAN

401(k) retirement plan

Active participants

182

Accounts w/ balance

243

Plan assets (EOY)

$64.0M

Net assets (EOY)

$64.0M

How this plan invests

This plan

28 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 CRANFILL SUMNER LLP.

Plan sponsor

Name

CRANFILL SUMNER LLP

EIN

56-1211481

Address

PO BOX 27808 · RALEIGH, NC · 276117808

Phone

(919) 863-8847

Industry

Law Offices· 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

2025-07-23

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

BATCHELOR, TILLERY, & ROBERTS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB TRUST BANK	82-3967259	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MVP PLAN ADMINISTRATORS, INC.	56-2263714	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUARDIAN WEALTH PARTNERS LLP	83-2336062	—	FINANCIAL ADVISOR	$53K	—

Investments

28 direct securities· $63.5M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2030 Target Date Retirement 627,565	—	—	—	$10.9M	17.0%
Vanguard 500 Index 9,721	—	—	—	$5.3M	8.2%
MFS Growth Fund 24,052	—	—	—	$4.9M	7.7%
Vanguard Equity-Income 52,743	—	—	—	$4.7M	7.3%
American Funds 2025 Target Date Retirement 268,319	—	—	—	$4.1M	6.4%
American Funds 2035 Target Date Retirement 204,605	—	—	—	$3.9M	6.1%
Cash and cash equivalents - Schwab Bank savings account -	—	—	—	$3.2M	5.0%
American Funds 2040 Target Date Retirement 150,850	—	—	—	$3.1M	4.8%
American Funds 2045 Target Date Retirement 141,017	—	—	—	$3.0M	4.7%
Vanguard Wellington Admiral 36,281	—	—	—	$2.7M	4.2%
Vanguard Small Cap I 19,858	—	—	—	$2.3M	3.6%
Principal MidCap Blend 49,849	—	—	—	$2.2M	3.5%
American Funds 2055 Target Date Retirement 72,917	—	—	—	$1.9M	3.0%
American Funds EuroPacific Growth 32,225	—	—	—	$1.7M	2.7%
Prudential Total Return Bond Fund 138,585	—	—	—	$1.6M	2.6%
American Funds New World 16,311	—	—	—	$1.3M	2.0%
Vanguard Developed Mkts Index Adm 80,432	—	—	—	$1.2M	1.9%
American Funds 2050 Target Date Retirement 55,157	—	—	—	$1.2M	1.8%
American Funds Capital World Growth & Income 16,115	—	—	—	$1.0M	1.6%
Loomis Sayles Core Plus Bond 88,701	—	—	—	$1.0M	1.6%
American Funds 2020 Target Date Retirement 37,253	—	—	—	$501K	0.8%
WCM Intl Small Cap Gwth Fd Inst 23,711	—	—	—	$492K	0.8%
Participant loans (4.25%-9.50%, due through 2048) -	—	—	—	$426K	0.7%
Alliance Bernstein Global Real Estate 38,324	—	—	—	$382K	0.6%
Federated Institutional High Yield Bond 39,049	—	—	—	$346K	0.5%
American Funds 2060 Target Date Retirement 8,645	—	—	—	$155K	0.2%
American Funds Capital World Bond 6,439	—	—	—	$101K	0.2%
American Funds 2065 Target Date Retirement 1,783	—	—	—	$31K	<0.1%