Brian Branham signed Crowne Consulting Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crowne Consulting Group's EIN is 59-3384934.
Download the official 2024 Form 5500 (PDF) for Crowne Consulting Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crowne Consulting Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT ADVISORY | $54K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2030 | Other securities | — | — | $1.4M | 14.7% | |
| BlackRock Lifepath Index 2040 | Other securities | — | — | $1.3M | 14.3% | |
| BlackRock Lifepath Index 2050 | Other securities | — | — | $1.3M | 13.5% | |
| Vanguard Growth Index | Mutual Funds | — | — | $1.2M | 13.0% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $921K | 9.9% | |
| BlackRock Lifepath Index Retirement | Other securities | — | — | $766K | 8.2% | |
| BlackRock Lifepath Index 2045 | Other securities | — | — | $432K | 4.6% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $407K | 4.4% | |
| BlackRock Lifepath Index 2060 | Other securities | — | — | $349K | 3.8% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $325K | 3.5% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $222K | 2.4% | |
| BlackRock Lifepath Index 2035 | Other securities | — | — | $165K | 1.8% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $145K | 1.6% | |
| DFA Global DFA Global Real Estate | Mutual Funds | — | — | $75K | 0.8% | |
| (E) | Other securities | — | $7K | $62K | 0.7% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $62K | 0.7% | |
| Vanguard Value Index | Mutual Funds | — | — | $53K | 0.6% | |
| Baird Core Plus Bond | Other securities | — | — | $45K | 0.5% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $40K | 0.4% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $38K | 0.4% | |
| Vanguard Total World Stock Index | Mutual Funds | — | — | $27K | 0.3% | |
| FISHER INV ALL WRLD EQ COL CL3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $20K | 0.2% | |
| BlackRock Lifepath Index 2055 | Other securities | — | — | $17K | 0.2% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $10K | 0.1% | |
| BlackRock Lifepath Index 2065 | Other securities | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $7K | <0.1% | |
| JP Morgan JP Morgan Mid Cap Value | Other securities | — | — | $3K | <0.1% | |
| PGIM High Yield | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
