Melodie Mallette signed Craneworks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Craneworks, Inc.'s EIN is 63-0947302.
Download the official 2024 Form 5500 (PDF) for Craneworks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Craneworks, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HIGHLANDS GROUP | 82-3217974 | — | AUDITOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index - Admiral Shares a | Mutual Funds | — | — | $3.1M | 25.8% | |
| Vanguard Value Index - Admiral Shares a | Mutual Funds | — | — | $1.7M | 14.2% | |
| Vanguard Total Bond Market Index Adm a | Mutual Funds | — | — | $1.2M | 9.8% | |
| Dimensional Fund Advisors International Core Equity Ins a | Mutual Funds | — | — | $813K | 6.7% | |
| Vanguard Cash Reserves Federal Money Market Fund Adm a | Mutual Funds | — | — | $596K | 4.9% | |
| Vanguard Dividend Appreciation Index Fund Adm a | Common Collective Trusts | — | — | $579K | 4.8% | |
| Avantis U.S. Large Cap Value Fund Ins a | Other securities | — | — | $563K | 4.6% | |
| Vanguard Intermediate Term Investment GR a | Mutual Funds | — | — | $482K | 4.0% | |
| Vanguard Mid Cap Value Index Fund Adm a | Common Collective Trusts | — | — | $436K | 3.6% | |
| Avantis U.S. Small Cap Value Fund Ins a | Other securities | — | — | $431K | 3.6% | |
| Avantis Emerging Markets Equity Fund Ins a | Other securities | — | — | $429K | 3.5% | |
| Dimensional Fund Advisors International Small Company Ins a | Mutual Funds | — | — | $422K | 3.5% | |
| Vanguard Mid Cap Growth Index Fund Adm a | Common Collective Trusts | — | — | $340K | 2.8% | |
| Vanguard Small Cap Growth Index Fund Adm a | Common Collective Trusts | — | — | $330K | 2.7% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $253K | 2.1% | |
| Vanguard High Yield Corporate Fund Adm a | Mutual Funds | — | — | $163K | 1.3% | |
| Vanguard Target Retirement 2035 a | Mutual Funds | — | — | $70K | 0.6% | |
| INSIGHT STABLE VALUE FUND BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $51K | 0.4% | |
| Vanguard Target Retirement 2045 a | Mutual Funds | — | — | $50K | 0.4% | |
| Vanguard Target Retirement 2030 a | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard Target Retirement 2050 a | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2060 a | Mutual Funds | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2055 a | Mutual Funds | — | — | $8K | <0.1% | |
| Cohen & Steers Institutional Realty Shares a | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 a | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2025 a | Mutual Funds | — | — | $3K | <0.1% | |
| Mid Atlantic Trust Company Cash and cash equivalents a | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
