Original filing (PDF)20250716112617NAL0004789424001

CROWN PRODUCTS COMPANY, INC.

Name: CROWN PRODUCTS COMPANY, INC. — CROWN PRODUCTS CO, INC. 401(K) PROFIT SHARING, Form 5500 (2024)
Creator: CROWN PRODUCTS COMPANY, INC.

Form 5500

FILING_RECEIVED

CROWN PRODUCTS CO, INC. 401(K) PROFIT SHARING

401(k) retirement plan

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

173

Accounts w/ balance

218

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWN PRODUCTS COMPANY, INC..

Plan sponsor

Name

CROWN PRODUCTS COMPANY, INC.

EIN

59-1038302

Address

6390 PHILIPS HIGHWAY · JACKSONVILLE, FL · 32216

Phone

(904) 737-7144

Industry

Manufacturingsee 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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ASSURANCE DIMENSIONS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS FINANCIAL NETW	48-1305000	—	OTHER FEES	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASSURANCE DIMENSIONS	26-3429295	—	OTHER FEES	$8K	—

Investments

30 direct securities · 1 pooled fund· $13.8M(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

$6.8M

1 holding

Common Collective Trusts

$5.1M

11 holdings

Other securities

$1.9M

18 holdings

Bonds / Notes

$55K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$6.8M	96.2%
MyCompass Amer Fds 2025 Fd R Common Collective Trust	Common Collective Trusts	—	—	$2.1M	29.8%
(Held at End of Year) CROWN PRODUCTS COMPANY, INC. 401(K) PS PLAN & TR EIN#59-1038302 Plan# 002 MyCompass Amer Fds 2035 Fd R Common Collective Trust	Common Collective Trusts	—	—	$1.2M	17.5%
MyCompass Amer Fds 2030 Fd R Common Collective Trust	Common Collective Trusts	—	—	$747K	10.6%
Fidelity Lg Cp Grw Id Fd Registered Investment Company	Other securities	—	—	$558K	7.9%
Fidelity Lg C Val Ind Fd Registered Investment Company	Other securities	—	—	$458K	6.5%
MyCompass Amer Fds 2040 Fd R Common Collective Trust	Common Collective Trusts	—	—	$372K	5.3%
MyCompass Amer Fds 2020 Fd R Common Collective Trust	Common Collective Trusts	—	—	$213K	3.0%
Voya Fixed Account (4450) Insurance Company General Account	Other securities	—	—	$212K	3.0%
MyCompass Amer Fds 2045 Fd R Common Collective Trust	Common Collective Trusts	—	—	$211K	3.0%
VY TRwPr Cap Apprec Port R6 Registered Investment Company	Other securities	—	—	$178K	2.5%
Fidelity 500 Index Fund Registered Investment Company	Other securities	—	—	$118K	1.7%
MyCompass Amer Fds 2050 Fd R Common Collective Trust	Common Collective Trusts	—	—	$91K	1.3%
MyCompass Amer Fds 2055 Fd R Common Collective Trust	Common Collective Trusts	—	—	$85K	1.2%
Janus Hndr Enterprise Fund N Registered Investment Company	Other securities	—	—	$76K	1.1%
Dodge & Cox Income Fund X Registered Investment Company	Other securities	—	—	$61K	0.9%
LOAN FUND Participant Loans - Rates 4.25% to 9.50%	Bonds / Notes	—	—	$55K	0.8%
Vangrd Small-Cap Index Fnd Adm Registered Investment Company	Other securities	—	—	$41K	0.6%
JPMorgan LgCp Grw Fnd R6 Registered Investment Company	Other securities	—	—	$39K	0.6%
MyCompass Amer Fds 2015 Fd R Common Collective Trust	Common Collective Trusts	—	—	$35K	0.5%
MyCompass Amer Fds 2060 Fd R Common Collective Trust	Common Collective Trusts	—	—	$30K	0.4%
Fidelity Intl Index Fnd Registered Investment Company	Other securities	—	—	$28K	0.4%
Fidelity Mid Cap Idx Fd Registered Investment Company	Other securities	—	—	$24K	0.3%
party date,rate of interest, collateral, par, or maturity date Allspg Spec MdCp Vl Fd R6 Registered Investment Company	Other securities	—	—	$24K	0.3%
MFS International Grw Fund R6 Registered Investment Company	Other securities	—	—	$21K	0.3%
BNY Mellon Dynamic Val Fd Y Registered Investment Company	Other securities	—	—	$18K	0.3%
American Funds New World R6 Registered Investment Company	Other securities	—	—	$9K	0.1%
DFA US Targeted Vl Port Ins Registered Investment Company	Other securities	—	—	$8K	0.1%
American Funds Nw Prspctv R6 Registered Investment Company	Other securities	—	—	$6K	<0.1%
MyCompass Amer Fds 2010 Fd R Common Collective Trust	Common Collective Trusts	—	—	$2K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company	Other securities	—	—	$2K	<0.1%