Original filing (PDF)20251015100701NAL0002215827001

CRANE CARRIER COMPANY

Name: CRANE CARRIER COMPANY — RETIREMENT PLAN FOR DESIGNATED BARGAINING EMPLOYEES OF CRANE CARRIER COMPANY, Form 5500 (2024)
Creator: CRANE CARRIER COMPANY

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR DESIGNATED BARGAINING EMPLOYEES OF CRANE CARRIER COMPANY

Defined-benefit pension plan

Signals · 1

~121 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRANE CARRIER COMPANY.

Plan sponsor

Name

CRANE CARRIER COMPANY

EIN

73-0942104

Address

1951 REISER AVE SE · NEW PHILADELPHIA, OH · 44663

Phone

(918) 836-1651

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

HUNGERFORD

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROYAL ALLIANCE	—	CLEVELAND, OH	NONE	$42K	—
OCTOBER THREE CONSULTING	27-1175487	—	NONE	$42K	—
FIRST STATE TRUST	13-3124172	—	NONE	$20K	—

Investments

17 direct securities· $8.5M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Emerging Markets Core Equity	—	—	$676K	$1.6M	18.6%
Amazon Com Inc	—	—	$226K	$1.0M	11.6%
Invesco QQQ Trust	—	—	$649K	$868K	10.0%
Pimco Moderate Duration Fund Institutional Class	—	—	$376K	$705K	8.2%