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Original filing (PDF)20250910085015NAL0034846544001
CREWS BANK & TRUST
Form 5500
FILING_RECEIVED
CREWS BANKING RETIREMENT PLAN
401(k) retirement plan
Active participants
371
Accounts w/ balance
460
Plan assets (EOY)
$41.9M
Net assets (EOY)
$41.9M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 CREWS BANK & TRUST.
Plan sponsor
Name
CREWS BANK & TRUST
EIN
59-0500870
Address
106 EAST MAIN STREET P.O. BOX 248 · WAUCHULA, FL · 33873
Phone
(863) 773-4151
Industry
Commercial Banking· Finance & Insurancesee 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
2025-09-10
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
22 direct securities · 1 pooled fund· $41.9M(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.
Uncategorized
$36.6M
22 holdings
Common Collective Trust
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral Mutual fund | — | — | — | $9.5M | 22.8% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $5.3M | 12.6% | |
| Vanguard Growth Index - Admiral Mutual fund | — | — | — | $5.1M | 12.2% | |
| Vanguard Extended Market Idx Admiral Mutual fund | — | — | — | $4.3M | 10.2% | |
| Vanguard Value Index - Admiral Mutual fund | — | — | — | $2.0M | 4.8% | |
| Columbia Seligman Tech & Information I2 Mutual fund ** 2 Dodge & Cox Income Fund Mutual fund | — | — | — | $2.0M | 4.8% | |
| Vanguard Total World Stock Index Admiral Mutual fund | — | — | — | $1.8M | 4.2% | |
| T. Rowe Price Retirement I 2030 I Mutual fund | — | — | — | $1.6M | 3.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $1.5M | 3.6% | |
| Vanguard Balanced Index Fund - Admiral Mutual fund | — | — | — | $1.5M | 3.5% | |
| T. Rowe Price Retirement I 2020 I Mutual fund | — | — | — | $987K | 2.4% | |
| T. Rowe Price Retirement I 2050 I Mutual fund | — | — | — | $985K | 2.4% | |
| Vanguard Total Stock Mrk Index - Admiral Mutual fund | — | — | — | $962K | 2.3% | |
| T. Rowe Price Retirement I 2040 I Mutual fund | — | — | — | $782K | 1.9% | |
| Participant Loans Interest rates at 4.25% - 9.5% -0- | — | — | — | $754K | 1.8% | |
| T. Rowe Price Retirement I 2025 I Mutual fund | — | — | — | $651K | 1.6% | |
| T. Rowe Price Retirement I 2035 I Mutual fund | — | — | — | $545K | 1.3% | |
| T. Rowe Price Retirement I 2045 I Mutual fund | — | — | — | $482K | 1.2% | |
| T. Rowe Price Retirement I 2060 I Mutual fund | — | — | — | $454K | 1.1% | |
| T. Rowe Price Retirement I 2055 I Mutual fund | — | — | — | $343K | 0.8% | |
| Vanguard Total Intl Bd Idx Admiral Mutual fund | — | — | — | $200K | 0.5% | |
| T. Rowe Price 2030 Adv Mutual fund ** 1 T. Rowe Price 2040 Adv Mutual fund ** 5 T. Rowe Price Retirement I 2010 I Mutual fund | — | — | — | $131K | 0.3% | |
| T. Rowe Price Retirement | 2065 | Mutual fund | — | — | — | $98K | 0.2% |
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