NOEL Dunnam signed Crowne Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crowne Management, LLC's EIN is 56-2391858.
Download the official 2024 Form 5500 (PDF) for Crowne Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crowne Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $187K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | PLAN ADMINISTRATOR | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FDM Index 2035 IPR | Mutual Funds | — | — | $3.6M | 10.6% | |
| Self-directed brokerage account Common Stock | Self-Directed Brokerage | — | — | $3.4M | 10.1% | |
| Fidelity FDM Index 2030 IPR | Mutual Funds | — | — | $3.0M | 8.8% | |
| Fidelity FDM Index 2025 IPR | Mutual Funds | — | — | $2.5M | 7.4% | |
| T. Rowe Price Blue Chip Growth Fund I Class | Other securities | — | — | $2.2M | 6.4% | |
| Fidelity FDM Index 2040 IPR | Mutual Funds | — | — | $2.1M | 6.2% | |
| Money Market Funds Vanguard Federal Money Market | Mutual Funds | — | — | $2.1M | 6.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 6.1% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $1.8M | 5.4% | |
| Fidelity FDM Index 2045 IPR | Mutual Funds | — | — | $1.7M | 5.0% | |
| Fidelity FDM Index 2020 IPR | Mutual Funds | — | — | $1.5M | 4.3% | |
| Fidelity FDM Index 2055 IPR | Mutual Funds | — | — | $1.3M | 3.8% | |
| Fidelity FDM Index 2050 IPR | Mutual Funds | — | — | $1.1M | 3.3% | |
| secured by participant account balance | Other securities | — | — | $929K | 2.8% | |
| MFS Investment Management MFS Mid Cap Growth R6 | Mutual Funds | — | — | $786K | 2.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $575K | 1.7% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $468K | 1.4% | |
| Fidelity FDM Index 2060 IPR | Mutual Funds | — | — | $461K | 1.4% | |
| Fidelity FDM Index 2015 IPR | Mutual Funds | — | — | $433K | 1.3% | |
| Dodge and Cox Dodge and Cox Income Fund | Mutual Funds | — | — | $429K | 1.3% | |
| Fidelity FDM Index Inc IPR | Mutual Funds | — | — | $326K | 1.0% | |
| Fidelity FDM Index 2065 IPR | Mutual Funds | — | — | $298K | 0.9% | |
| Fidelity Fund | Mutual Funds | — | — | $264K | 0.8% | |
| MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | — | $90K | 0.3% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $75K | 0.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $69K | 0.2% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $61K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $51K | 0.2% | |
| Fidelity Short-Term Bond Index | Mutual Funds | — | — | $39K | 0.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Disruptive Technology ETF | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity FDM Index 2070 IPR | Mutual Funds | — | — | $4K | <0.1% | |
| Dimensional DFA US Target Val I | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
