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Original filing (PDF)20251010095135NAL0007465105001
CROWNE CONSULTING GROUP
Form 5500
FILING_RECEIVED
CROWNE CONSULTING GROUP 401(K)
401(k) retirement plan
Signals · 2
~99 bps in Sched C feesNo recordkeeper disclosed
Active participants
228
Accounts w/ balance
142
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 99 bps in Schedule C fees — 90% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWNE CONSULTING GROUP.
Plan sponsor
Name
CROWNE CONSULTING GROUP
EIN
59-3384934
Address
2710 REW CIRCLE · SUITE 200 · OCOEE, FL · 347614216
Phone
(407) 654-5414
Industry
Insurance Agencies & Brokerages· 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT ADVISORY | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
Investments
27 direct securities · 1 pooled fund· $9.4M(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.
Uncategorized
$9.3M
26 holdings
Mutual Funds
$40K
1 holding
Common Collective Trust
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2030 | — | — | — | $1.4M | 14.7% | |
| BlackRock Lifepath Index 2040 | — | — | — | $1.3M | 14.3% | |
| BlackRock Lifepath Index 2050 | — | — | — | $1.3M | 13.5% | |
| Vanguard Growth Index | — | — | — | $1.2M | 13.0% | |
| Vanguard Total Stock Market Index | — | — | — | $921K | 9.9% | |
| BlackRock Lifepath Index Retirement | — | — | — | $766K | 8.2% | |
| BlackRock Lifepath Index 2045 | — | — | — | $432K | 4.6% | |
| Vanguard Small Cap Index | — | — | — | $407K | 4.4% | |
| BlackRock Lifepath Index 2060 | — | — | — | $349K | 3.8% | |
| Vanguard Fed Money Market | — | — | — | $325K | 3.5% | |
| Vanguard Total International Stock Index | — | — | — | $222K | 2.4% | |
| BlackRock Lifepath Index 2035 | — | — | — | $165K | 1.8% | |
| Vanguard Total Bond Market Index | — | — | — | $145K | 1.6% | |
| DFA Global DFA Global Real Estate | — | — | — | $75K | 0.8% | |
| (E) | — | — | $7K | $62K | 0.7% | |
| Vanguard Mid Cap Index | — | — | — | $62K | 0.7% | |
| Vanguard Value Index | — | — | — | $53K | 0.6% | |
| Baird Core Plus Bond | — | — | — | $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% | — | — | — | $38K | 0.4% | |
| Vanguard Total World Stock Index | — | — | — | $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 | — | — | — | $17K | 0.2% | |
| Vanguard Wellesley Income Fund | — | — | — | $10K | 0.1% | |
| BlackRock Lifepath Index 2065 | — | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $7K | <0.1% | |
| JP Morgan JP Morgan Mid Cap Value | — | — | — | $3K | <0.1% | |
| PGIM High Yield | — | — | — | $1K | <0.1% |
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