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Original filing (PDF)20251007104345NAL0007966272001
NORTHWEST CRANE SERVICE, LLC
Form 5500
FILING_RECEIVED
NORTHWEST CRANE SERVICE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
144
Accounts w/ balance
132
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST CRANE SERVICE, LLC.
Plan sponsor
Name
NORTHWEST CRANE SERVICE, LLC
EIN
73-1609881
Address
2900 W. RENO AVENUE · OKLAHOMA CITY, OK · 73107
Phone
(405) 464-8668
Industry
Transportation & Warehousingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $49K | — |
Investments
25 direct securities · 1 pooled fund· $13.3M(100% of reported assets)
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.
Uncategorized
$13.2M
25 holdings
Common Collective Trust
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $2.4M | 17.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 8.2% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 8.0% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $991K | 7.5% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $944K | 7.1% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $824K | 6.2% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $719K | 5.4% | |
| AB Large Cap Growth Mutual Fund | — | — | — | $699K | 5.3% | |
| PRIMECAP Odyssey Aggressive Growth Mutual Fund | — | — | — | $684K | 5.2% | |
| Allspring Funds Special Mid Cap Value Fund Mutual Fund | — | — | — | $656K | 4.9% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $639K | 4.8% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $635K | 4.8% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $543K | 4.1% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $462K | 3.5% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $219K | 1.7% | |
| Federated Ultra Short Bond Mutual Fund | — | — | — | $186K | 1.4% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $115K | 0.9% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $111K | 0.8% | |
| JP Morgan Core Plus Bond Fund Mutual Fund | — | — | — | $86K | 0.6% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $63K | 0.5% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $53K | 0.4% | |
| Janus Venture Mutual Fund | — | — | — | $46K | 0.3% | |
| STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $44K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $21K | 0.2% | |
| MFS International Diversification Mutual Fund | — | — | — | $15K | 0.1% | |
| American Century Funds Small Cap Value Fund Mutual Fund | — | — | — | $7K | <0.1% |
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