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Original filing (PDF)20250728101227NAL0002693648001
CRANEWORKS, INC.
Form 5500
FILING_RECEIVED
CRANEWORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
228
Accounts w/ balance
286
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Growth Index - Admiral Shares a" is 26% of plan.
- 59 bps in Schedule C fees — 102% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRANEWORKS, INC..
Plan sponsor
Name
CRANEWORKS, INC.
EIN
63-0947302
Address
2728 REV ABRAHAM WOODS JR BLVD · BIRMINGHAM, AL · 35203
Phone
(205) 912-8604
Industry
Real Estatesee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE HIGHLANDS ACCOUNTING GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $62K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HIGHLANDS GROUP | 82-3217974 | — | AUDITOR | $9K | — |
Investments
26 direct securities · 1 pooled fund· $12.1M(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
$12.1M
26 holdings
Common Collective Trust
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index - Admiral Shares a | — | — | — | $3.1M | 25.8% | |
| Vanguard Value Index - Admiral Shares a | — | — | — | $1.7M | 14.2% | |
| Vanguard Total Bond Market Index Adm a | — | — | — | $1.2M | 9.8% | |
| Dimensional Fund Advisors International Core Equity Ins a | — | — | — | $813K | 6.7% | |
| Vanguard Cash Reserves Federal Money Market Fund Adm a | — | — | — | $596K | 4.9% | |
| Vanguard Dividend Appreciation Index Fund Adm a | — | — | — | $579K | 4.8% | |
| Avantis U.S. Large Cap Value Fund Ins a | — | — | — | $563K | 4.6% | |
| Vanguard Intermediate Term Investment GR a | — | — | — | $482K | 4.0% | |
| Vanguard Mid Cap Value Index Fund Adm a | — | — | — | $436K | 3.6% | |
| Avantis U.S. Small Cap Value Fund Ins a | — | — | — | $431K | 3.6% | |
| Avantis Emerging Markets Equity Fund Ins a | — | — | — | $429K | 3.5% | |
| Dimensional Fund Advisors International Small Company Ins a | — | — | — | $422K | 3.5% | |
| Vanguard Mid Cap Growth Index Fund Adm a | — | — | — | $340K | 2.8% | |
| Vanguard Small Cap Growth Index Fund Adm a | — | — | — | $330K | 2.7% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | — | — | — | $253K | 2.1% | |
| Vanguard High Yield Corporate Fund Adm a | — | — | — | $163K | 1.3% | |
| Vanguard Target Retirement 2035 a | — | — | — | $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 | — | — | — | $50K | 0.4% | |
| Vanguard Target Retirement 2030 a | — | — | — | $32K | 0.3% | |
| Vanguard Target Retirement 2050 a | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2060 a | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2055 a | — | — | — | $8K | <0.1% | |
| Cohen & Steers Institutional Realty Shares a | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 a | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2025 a | — | — | — | $3K | <0.1% | |
| Mid Atlantic Trust Company Cash and cash equivalents a | — | — | — | $2K | <0.1% |
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