ALAN Z Engel signed Crowne Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crowne Partners, Inc.'s EIN is 63-1056824.
Download the official 2024 Form 5500 (PDF) for Crowne Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crowne Partners, Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | 45-4084437 | — | SERVICE PROVIDER | $15K | — |
| MORGAN STANLEY SMITH BARNEY LLC |
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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.0M | 91.4% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 18.4% | |
| ClrBrg LgCp Grw CIT R2 Common Collective Trust | Common Collective Trusts | — | — | $801K | 12.3% | |
| Voya Fixed Account (4062) Insurance Company General Account | Common Stocks | — | — | $444K | 6.8% | |
| BNYM SL MC Stk Ind Fd Ins Common Collective Trust | Common Collective Trusts | — | — | $379K | 5.8% | |
| Schroder Intl Alpha Tr H1 Common Collective Trust | Common Collective Trusts | — | — | $348K | 5.3% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | Common Stocks | — | — | $347K | 5.3% | |
| BNYM SL Small Cap 600 SIF Inst Common Collective Trust | Common Collective Trusts | — | — | $316K | 4.9% | |
| BlkRck Global Alloc Fnd K Registered Investment Company | Common Stocks | — | — | $253K | 3.9% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | Common Stocks | — | — | $248K | 3.8% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | Common Stocks | — | — | $208K | 3.2% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | Common Stocks | — | — | $200K | 3.1% | |
| Fed Hermes Total Ret Bond MS Common Collective Trust | U.S. Treasuries | — | — | $163K | 2.5% | |
| S St Gl Al Cp Eq xUS I SL S II Common Collective Trust | Common Collective Trusts | — | — | $163K | 2.5% | |
| MFS Value Fund R6 Registered Investment Company | Mutual Funds | — | — | $155K | 2.4% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | Common Stocks | — | — | $146K | 2.2% | |
| SStr US Bond Index SL Fd XIV Common Collective Trust | Common Collective Trusts | — | — | $135K | 2.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company $580 Vangrd Trgt Retire Inc Fd Registered Investment Company | Common Stocks | — | — | $132K | 2.0% | |
| Loan Fund Participant Loans - Rates 3.25% to 8.50% | Bonds / Notes | — | — | $118K | 1.8% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | Common Stocks | — | — | $97K | 1.5% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | Common Stocks | — | — | $54K | 0.8% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | Common Stocks | — | — | $47K | 0.7% | |
| Congress Md Cp Grw Fd CIT Fndr Common Collective Trust | Common Collective Trusts | — | — | $43K | 0.7% | |
| Macq Small Cap Value R6 Registered Investment Company | Common Stocks | — | — | $25K | 0.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | Common Stocks | — | — | $23K | 0.3% | |
| JPMorgan Mid Cap Value Fnd R6 Registered Investment Company | Common Stocks | — | — | $14K | 0.2% | |
| Hartfd Schd Emrg Mkts Eq SDR Registered Investment Company | Common Stocks | — | — | $9K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
