Jennifer Evanicky signed Crosby Energy Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crosby Energy Services, Inc.'s EIN is 72-1232473.
Download the official 2024 Form 5500 (PDF) for Crosby Energy Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crosby Energy Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 87-1363769 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2045 R4 Mutual fund | Mutual Funds | — | — | $2.0M | 23.9% | |
| American Funds Trgt Date Ret 2035 R4 Mutual fund | Mutual Funds | — | — | $1.7M | 20.9% | |
| American Funds Trgt Date Ret 2030 R4 Mutual fund | Mutual Funds | — | — | $1.7M | 20.6% | |
| American Funds Trgt Date Ret 2055 R4 Mutual fund | Mutual Funds | — | — | $597K | 7.1% | |
| American Funds Trgt Date Ret 2050 R4 Mutual fund | Mutual Funds | — | — | $536K | 6.4% | |
| American Funds Trgt Date Ret 2025 R4 Mutual fund | Mutual Funds | — | — | $481K | 5.8% | |
| American Funds Trgt Date Ret 2060 R4 Mutual fund | Mutual Funds | — | — | $254K | 3.0% | |
| American Funds Trgt Date Ret 2040 R4 Mutual fund | Mutual Funds | — | — | $212K | 2.5% | |
| American Funds Trgt Date Ret 2015 R4 Mutual fund 281 American Funds Trgt Date Ret 2020 R4 Mutual fund | Mutual Funds | — | — | $174K | 2.1% | |
| American Funds New World R4 Mutual fund 54 iShares S&P 500 Index Fund P Mutual fund | Common Collective Trusts | — | — | $134K | 1.6% | |
| BlackRock LifePath Index 2040 Fund P Mutual fund 219 BlackRock LifePath Index 2055 Fund P Mutual fund 326 American Funds Growth Fund of Amer R4 Mutual fund | Mutual Funds | — | — | $75K | 0.9% | |
| American Funds Capital World Bond R4 Mutual fund 218 American Funds Trgt Date Ret 2010 R4 Mutual fund | Mutual Funds | — | — | $62K | 0.7% | |
| BlackRock Large Cap Focus Growth A Mutual fund | Other securities | — | — | $60K | 0.7% | |
| American Funds Trgt Date Ret 2065 R4 Mutual fund | Mutual Funds | — | — | $57K | 0.7% | |
| American Funds Invmt Co of Amer R4 Mutual fund | Mutual Funds | — | — | $39K | 0.5% | |
| American Funds U.S. Govt Money Mkt R4 Money Market Fund 20 American Funds AMCAP R4 Mutual fund | Mutual Funds | — | — | $32K | 0.4% | |
| American Funds American Balanced R4 Mutual fund | Mutual Funds | — | — | $28K | 0.3% | |
| BlackRock 80/20 Target Alloc A Mutual fund | Other securities | — | — | $28K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Inv A Mutual fund | Other securities | — | — | $26K | 0.3% | |
| iShares U.S. Aggregate Bond Index Fund P Mutual fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| American Funds SMALLCAP World R4 Mutual fund 828 American Funds Fundamental Inv R4 Mutual fund | Mutual Funds | — | — | $13K | 0.1% | |
| BlackRock Strategic Global Bond Inv A Mutual fund | Other securities | — | — | $12K | 0.1% | |
| BlackRock Advntg Large Cap Core Inv A Mutual fund | Other securities | — | — | $11K | 0.1% | |
| BlackRock Equity Dividend Inv A Mutual fund | Other securities | — | — | $8K | <0.1% | |
| iShares MSCI EAFE International Index Fu Mutual fund | Other securities | — | — | $7K | <0.1% | |
| iShares Russell 2000 Small Cap Index Fun Mutual fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| BlackRock Advantage CoreAlpha Bond A Mutual fund | Other securities | — | — | $5K | <0.1% | |
| American Funds Interm Bd Fd of Amer R4 Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| BlackRock Summit Cash Reserves Inv A Money Market Fund | Cash / Money Market | — | — | $4K | <0.1% | |
| TRANSAMERICA LG CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 605 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | — | TPA | $2K | — |
