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Original filing (PDF)20250812093613NAL0009671280001
CRS, INC.
Form 5500
FILING_RECEIVED
CRS, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
174
Accounts w/ balance
200
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRS, INC..
Plan sponsor
Name
CRS, INC.
EIN
58-1457202
Address
P.O. BOX 48120 · ATLANTA, GA · 30362
Phone
(770) 455-0591
Industry
Wholesale Tradesee 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
2025-08-12
Pension benefit codes
2E · Profit-sharing
2H · Partial 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
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $6K | — |
| PARK AVENUE SECURITIES | — | CLAREMONT, CA | NONE | $0 | — |
Investments
25 direct securities · 14 pooled funds· $49.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$29.0M
14 holdings
Uncategorized
$20.3M
23 holdings
Pooled Separate Accounts
$280K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.3M | 17.5% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.4M | 14.9% | |
| Washington Mutual Investors Pooled Separate Account | — | — | — | $5.4M | 14.8% | |
| FIDELTY CONTRA FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.7M | 12.9% | |
| Fidelity ContraFund Pooled Separate Account | — | — | — | $4.6M | 12.9% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.2M | 11.8% | |
| John Hancock Life Insurance Company Guaranteed Income Fund - participant directed | — | — | — | $2.8M | 7.7% | |
| Guaranteed Income Fund - nonparticipant * John Hancock Life Insurance Company directed | — | — | $2.5M | $2.6M | 7.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 5.0% | |
| American Funds New Perspective Pooled Separate Account | — | — | — | $1.8M | 5.0% | |
| JANUS HENDERSON FORTY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.3% | |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 4.1% | |
| PIMCO INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.5% | |
| The Guardian Life Insurance Company of America Life insurance contracts | — | — | — | $793K | 2.2% | |
| Various maturities; interest rates ranging from * Participant Loans - Participant Directed 3.25% to 9.50% - | — | — | — | $691K | 1.9% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $654K | 1.8% | |
| Putnam Large Cap Value Fund Pooled Separate Account | — | — | — | $650K | 1.8% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $532K | 1.5% | |
| AF The Income Fund of America Pooled Separate Account | — | — | — | $529K | 1.5% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $387K | 1.1% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account | — | — | — | $384K | 1.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $362K | 1.0% | |
| VANGUARD INTERM-TERM BOND IDX JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 0.8% | |
| s - Participant directed * Vanguard Interm-Term Bond Idx Pooled Separate Account | Pooled Separate Accounts | — | — | $276K | 0.8% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPNAY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $93K | 0.3% | |
| Washington Mutual Investors Pooled Separate Account | — | — | $28K | $29K | <0.1% | |
| AF The Growth Fund of America Pooled Separate Account | — | — | $19K | $21K | <0.1% | |
| 500 Index Fund Pooled Separate Account | — | — | $17K | $18K | <0.1% | |
| American Funds New Perspective Pooled Separate Account | — | — | $10K | $11K | <0.1% | |
| Fidelity ContraFund Pooled Separate Account | — | — | $9K | $10K | <0.1% | |
| Various maturities; interest rates ranging from * Participant Loans - Nonparticipant Directed 3.25% to 9.50% - | — | — | — | $6K | <0.1% | |
| Janus Henderson Forty Fund Pooled Separate Account | — | — | $5K | $6K | <0.1% | |
| PIMCO Income Fund Pooled Separate Account | — | — | $4K | $4K | <0.1% | |
| Vanguard Balanced Index Fund Pooled Separate Account | — | — | $4K | $4K | <0.1% | |
| Putnam Large Cap Value Fund Pooled Separate Account | — | — | $4K | $4K | <0.1% | |
| s - Nonparticipant directed * Vanguard Interm-Term Bond Idx Pooled Separate Account | Pooled Separate Accounts | — | $4K | $4K | <0.1% | |
| AF The Income Fund of America Pooled Separate Account | — | — | $4K | $4K | <0.1% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account | — | — | $3K | $3K | <0.1% | |
| Vanguard Small Cap Value Index Pooled Separate Account | — | — | $1K | $1K | <0.1% |