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Original filing (PDF)20251008101120NAL0005382161001
CONSOLIDATED CRANE COMPANY, INC.
Form 5500
FILING_RECEIVED
CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
32% in single holdingNo recordkeeper disclosed10 service providers
Active participants
114
Accounts w/ balance
109
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Blue Chip Growth" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED CRANE COMPANY, INC..
Plan sponsor
Name
CONSOLIDATED CRANE COMPANY, INC.
EIN
74-2150319
Address
6370 LONG DRIVE · HOUSTON, TX · 77087
Phone
(713) 641-3330
Industry
Wholesale Tradesee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $31K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| VIRTUS FUNDS | 95-4191764 | — | NONE | $0 | — |
| DELAWARE FUNDS | — | PHILADELPHIA, PA | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $6.3M(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
$6.0M
27 holdings
Common Collective Trust
$293K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth | — | — | — | $1.9M | 32.1% | |
| T. Rowe Price Retirement 2045 Inv | — | — | — | $509K | 8.5% | |
| Fidelity 500 Index | — | — | — | $472K | 7.9% | |
| T. Rowe Price Retirement 2035 Inv | — | — | — | $406K | 6.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $356K | 6.0% | |
| T. Rowe Price Stable Value Common Collective Trust | — | — | — | $293K | 4.9% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $293K | 4.9% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $276K | 4.6% | |
| T. Rowe Price Retirement 2055 Inv | — | — | — | $235K | 3.9% | |
| T. Rowe Price Retirement 2025 Inv | — | — | — | $189K | 3.2% | |
| MFS Intl Diversifications | — | — | — | $176K | 3.0% | |
| T. Rowe Price Retirement 2015 Inv | — | — | — | $174K | 2.9% | |
| annum secured by participants individual * Participant notes receivable vested accrued benefits | — | — | — | $170K | 2.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $129K | 2.2% | |
| MFS Mid Cap Growth | — | — | — | $110K | 1.8% | |
| Invesco Global Fund | — | — | — | $104K | 1.7% | |
| American Funds Europacific Growth | — | — | — | $102K | 1.7% | |
| T. Rowe Price Retirement 2050 Inv | — | — | — | $62K | 1.0% | |
| T. Rowe Price Retirement 2065 Inv | — | — | — | $60K | 1.0% | |
| T. Rowe Price Retirement 2020 Inv | — | — | — | $60K | 1.0% | |
| JPMorgan Equity Income Inv | — | — | — | $49K | 0.8% | |
| MFS New Discovery | — | — | — | $46K | 0.8% | |
| T. Rowe Price Retirement 2030 Inv | — | — | — | $33K | 0.6% | |
| T. Rowe Price Retirement 2040 Inv | — | — | — | $18K | 0.3% | |
| T. Rowe Price Equity Income Inv | — | — | — | $7K | 0.1% | |
| DFA Vector Equity ** 545 PGIM Investments Total Return Bond | — | — | — | $6K | 0.1% | |
| T. Rowe Price Government Money Inv | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2060 Inv | — | — | — | $4K | <0.1% |