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Original filing (PDF)20251015100701NAL0002215827001
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
0
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)
90
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 121 bps in Schedule C fees — 132% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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 rowsOther
3| 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)
| PI | 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% | |
| Fidelity International Index Fund | — | — | $577K | $565K | 6.5% | |
| Fidelity Mid Cap Index Institutional Prem | — | — | $476K | $491K | 5.7% | |
| Target Corp | — | — | $489K | $489K | 5.7% | |
| Listed Fund Trust Roundhill Magnificent Seven ETF | — | — | $257K | $448K | 5.2% | |
| Fidelity Small Cap Index | — | — | $655K | $419K | 4.8% | |
| ARK Innovation ETF | — | — | $397K | $403K | 4.7% | |
| Broadcom Inc | — | — | $350K | $379K | 4.4% | |
| Invesco RAFI US 1000 Exchange Traded Fund | — | — | $207K | $256K | 3.0% | |
| ISHARES Trust Core S&P Total Stock | — | — | $215K | $255K | 3.0% | |
| Microsoft Corp | — | — | $215K | $240K | 2.8% | |
| Pimcp Long Term Credit Institutional | — | — | $33K | $232K | 2.7% | |
| Nvidia Corp | — | — | $108K | $108K | 1.3% | |
| Ares Capital Corp | — | — | $6K | $7K | <0.1% |
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