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Original filing (PDF)20251013152035NAL0001606945001
CRANEWARE INC
Form 5500
FILING_RECEIVED
THE CRANEWARE GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
543
Accounts w/ balance
621
Plan assets (EOY)
$57.6M
Net assets (EOY)
$57.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 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
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRANEWARE INC.
Plan sponsor
Name
CRANEWARE INC
DBA
THE CRANEWARE GROUP
EIN
59-3687587
Address
600 W HILLSBORO BLVD · SUITE 500 · DEERFIELD BEACH, FL · 33441
Phone
(615) 869-4020
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total 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
HACKER, JOHNSON & SMITH, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Investments
32 direct securities · 2 pooled funds· $56.6M(98% 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
$54.8M
32 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund | — | — | — | $6.6M | 11.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund | — | — | — | $6.2M | 10.8% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $6.0M | 10.4% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund | — | — | — | $5.6M | 9.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund | — | — | — | $5.0M | 8.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund | — | — | — | $4.6M | 8.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund | — | — | — | $4.0M | 7.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund | — | — | — | $3.6M | 6.3% | |
| Fidelity Management Trust Company Fidelity Contrafund Fund | — | — | — | $1.8M | 3.2% | |
| Federated Investors, Inc. Federated Hermes MDT Large Cap Value R-6 | — | — | — | $1.5M | 2.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund | — | — | — | $1.4M | 2.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $1.1M | 1.9% | |
| Fidelity Management Trust Company Fidelity Extended Market Index | — | — | — | $898K | 1.6% | |
| Fidelity Management Trust Company Fidelity Total Bond Fund | — | — | — | $804K | 1.4% | |
| American Funds American Balanced Fund R-6 | — | — | — | $625K | 1.1% | |
| Fidelity Management Trust Company Fidelity Small Cap Growth Fund | — | — | — | $613K | 1.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $563K | 1.0% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $518K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Fund Admiral | — | — | — | $453K | 0.8% | |
| Fidelity Management Trust Company Fidelity Worldwide Fund | — | — | — | $360K | 0.6% | |
| Invesco Global Y | — | — | — | $351K | 0.6% | |
| Dimensional Fund Advisors, Inc. DFA Inflation Protected Securities Port | — | — | — | $320K | 0.6% | |
| MFS Investment Management MFS Mid Cap Value Fund Class R6 | — | — | — | $318K | 0.6% | |
| MFS Investment Management MFS Value Fund Class R6 | — | — | — | $305K | 0.5% | |
| American Century American Century Global Real Estate R6 | — | — | — | $279K | 0.5% | |
| American Funds American Fund New World Fund Class R-6 | — | — | — | $261K | 0.5% | |
| Oppenheimer Companies, Inc Invesco Oppenheimer International Growth Fund Y | — | — | — | $258K | 0.4% | |
| Federated Investors, Inc. Federated Institutional High Yield Bond Fund (IS) | — | — | — | $199K | 0.3% | |
| Invesco Discovery Mid Cap Growth Fund R6 | — | — | — | $190K | 0.3% | |
| American Funds American Funds Capital World Bond Fund R-6 | — | — | — | $188K | 0.3% | |
| American Beacon Advisors, Inc. American Beacon Small Cap Value Fund Y | — | — | — | $116K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Inc. | — | — | — | $58K | 0.1% | |
| MFS Investment Management MFS International Growth Fund R6 | — | — | — | $15K | <0.1% |
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