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Original filing (PDF)20251014095138NAL0001197315001
CROWNE PARTNERS, INC.
Form 5500
FILING_RECEIVED
CROWNE PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
119
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
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)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWNE PARTNERS, INC..
Plan sponsor
Name
CROWNE PARTNERS, INC.
EIN
63-1056824
Address
505 20TH STREET NORTH · BIRMINGHAM, AL · 35203
Phone
(205) 221-8613
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
2025-10-14
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
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | 45-4084437 | — | SERVICE PROVIDER | $15K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $12.2M(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
$6.3M
28 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.2M | 18.4% | |
| ClrBrg LgCp Grw CIT R2 Common Collective Trust | — | — | — | $801K | 12.3% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $444K | 6.8% | |
| BNYM SL MC Stk Ind Fd Ins Common Collective Trust | — | — | — | $379K | 5.8% | |
| Schroder Intl Alpha Tr H1 Common Collective Trust | — | — | — | $348K | 5.3% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $347K | 5.3% | |
| BNYM SL Small Cap 600 SIF Inst Common Collective Trust | — | — | — | $316K | 4.9% | |
| BlkRck Global Alloc Fnd K Registered Investment Company | — | — | — | $253K | 3.9% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $248K | 3.8% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $208K | 3.2% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $200K | 3.1% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Cap Wld G&I R6 Registered Investment Company | — | — | — | $196K | 3.0% | |
| Fed Hermes Total Ret Bond MS Common Collective Trust | — | — | — | $163K | 2.5% | |
| S St Gl Al Cp Eq xUS I SL S II Common Collective Trust | — | — | — | $163K | 2.5% | |
| MFS Value Fund R6 Registered Investment Company | — | — | — | $155K | 2.4% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $146K | 2.2% | |
| SStr US Bond Index SL Fd XIV Common Collective Trust | — | — | — | $135K | 2.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company $580 Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $132K | 2.0% | |
| Loan Fund Participant Loans - Rates 3.25% to 8.50% | — | — | — | $118K | 1.8% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $97K | 1.5% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $54K | 0.8% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $47K | 0.7% | |
| Congress Md Cp Grw Fd CIT Fndr Common Collective Trust | — | — | — | $43K | 0.7% | |
| Macq Small Cap Value R6 Registered Investment Company | — | — | — | $25K | 0.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $23K | 0.3% | |
| JPMorgan Mid Cap Value Fnd R6 Registered Investment Company | — | — | — | $14K | 0.2% | |
| Hartfd Schd Emrg Mkts Eq SDR Registered Investment Company | — | — | — | $9K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $4K | <0.1% |