How big is Crain Walnut Shelling, Inc.'s plan?

Crain Walnut Shelling, Inc.'s plan reported $10.5M in assets and 484 participants for 2024.

Original filing (PDF)20250926133250NAL0009449905001

Crain Walnut Shelling, Inc.

Name: Crain Walnut Shelling, Inc. — Crain Walnut Shelling, Form 5500 (2024)
Creator: Crain Walnut Shelling, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Crain Walnut Shelling, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Crain Walnut Shelling, Inc.'s Crain Walnut Shelling, Inc. 401(k) Profit Sharing Plan held $10.5M in plan assets for 484 participants in 2024, with Fidelity as recordkeeper.

Active participants

484

Accounts w/ balance

119

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Andrea Betancourt signed Crain Walnut Shelling, Inc.'s 2024 Form 5500 as plan administrator.

Andrea Betancourt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crain Walnut Shelling, Inc.'s EIN is 68-0164875.

EIN 68-0164875

Plan number 001

Plan year 2024

ACK ID 20250926133250NAL0009449905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crain Walnut Shelling, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crain Walnut Shelling, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAIN WALNUT SHELLING, INC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Plan sponsor

Name

CRAIN WALNUT SHELLING, INC

EIN

all filings

Address

10695 DECKER AVENUE · LOS MOLINOS, CA · 960550000

Phone

(530) 529-1585

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-09-26

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BAY CLIADAKIS & ASSOCIATES LLC	45-5311803	—	ADVISOR	$28K	—
STRATEGIC ADVISORS, INC.

Investments

29 direct securities· $10.0M(96% of reported assets)

Mutual Funds

$6.4M

14 holdings

Common Collective Trusts

$1.9M

6 holdings

Other securities

$1.7M

9 holdings

					% of plan
Fidelity Freedom 2040 Fund Class K6 Mutual Fund $ -	Mutual Funds	—	—	$2.2M	20.7%
Fidelity 500 Index Fund Mutual Fund -	Common Collective Trusts	—	—	$1.5M	14.6%
Fidelity Freedom 2025 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$947K	9.1%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$842K	8.0%
Fidelity Freedom 2050 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$716K	6.8%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$602K	5.8%
Columbia Dividend Income Fund Institutional Class 3 Mutual Fund -	Other securities	—	—	$456K	4.4%
Fidelity Freedom 2055 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$345K	3.3%
Allspring Special Mid Cap Value Fund Class R6 Mutual Fund -	Other securities	—	—	$324K	3.1%
Federated Hermes Total Return Bond Fund Institutional Shares Mutual Fund -	Other securities	—	—	$322K	3.1%
Principal SmallCap Fund Class R-6 Mutual Fund -	Other securities	—	—	$320K	3.1%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$259K	2.5%
Fidelity Freedom 2020 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$205K	2.0%
Fidelity Government Money Market Fund Money Market Account -	Mutual Funds	—	—	$158K	1.5%
Fidelity US Bond Index Fund Mutual Fund -	Common Collective Trusts	—	—	$111K	1.1%
Calvert International Responsible Index Fund Class R6 Mutual Fund -	Common Collective Trusts	—	—	$109K	1.0%
Victory Sophus Emerging Markets Fund Class R6 Mutual Fund -	Other securities	—	—	$84K	0.8%
AB Large Cap Growth Fund Class A Mutual Fund -	Other securities	—	—	$78K	0.7%
BNY Mellon International Stock Index Fund Investor Mutual Fund -	Common Collective Trusts	—	—	$63K	0.6%
Allspring Special Small Cap Value Fund Class R6 Mutual Fund -	Other securities	—	—	$59K	0.6%
Fidelity Freedom 2010 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$54K	0.5%
Fidelity Mid Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$51K	0.5%
Janus Henderson Triton Fund Class N Mutual Fund -	Mutual Funds	—	—	$47K	0.5%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$40K	0.4%
Fidelity Small Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$30K	0.3%
MFS Mid Cap Growth Fund Class R6 Mutual Fund -	Mutual Funds	—	—	$25K	0.2%
Principal Real Estate Securities Fund Class R-6 Mutual Fund -	Other securities	—	—	$22K	0.2%
Goldman Sach Inflation Protected Securities Fund Class A Mutual Fund -	Other securities	—	—	$17K	0.2%
Fidelity Freedom 2060 Fund Class K6 Mutual Fund -	Mutual Funds	—	—	$12K	0.1%