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Original filing (PDF)20251009104547NAL0003828435001
CRESCENT REAL ESTATE LLC
Form 5500
FILING_RECEIVED
CRESCENT REAL ESTATE LLC 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
112
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
9 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRESCENT REAL ESTATE LLC.
Plan sponsor
Name
CRESCENT REAL ESTATE LLC
EIN
75-2752117
Address
3230 CAMP BOWIE BOULEVARD, · SUITE 500 · FORT WORTH, TX · 76107
Phone
(817) 321-1557
Industry
Finance & Insurancesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $25K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNELL & WILMER LLP | — | PHOENIX, AZ | ATTORNEY | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
18 direct securities · 9 pooled funds· $39.2M(99% 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
$21.2M
18 holdings
Common Collective Trust
$18.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $7.2M | 18.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.7M | 11.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund I | — | — | — | $3.6M | 9.0% | |
| T ROWE PRICE RET BLEND SELCT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $3.5M | 8.7% | |
| T ROWE PRICE RET BLEND SELCT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $2.5M | 6.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.4M | 6.0% | |
| T ROWE PRICE RET BLEND SELCT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.2M | 5.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.0M | 5.0% | |
| Vanguard Group Vanguard Wellington Fund | — | — | — | $1.9M | 4.8% | |
| Fidelity Investments Fidelity Small Cap Index Premium | — | — | — | $1.9M | 4.8% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.3M | 3.3% | |
| DFA Large Cap Intl I | — | — | — | $1.2M | 3.1% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral | — | — | — | $1.0M | 2.6% | |
| Fidelity Investments Fidelity Emerging Markets Index | — | — | — | $842K | 2.1% | |
| T ROWE PRICE RET BLEND SELCT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $643K | 1.6% | |
| T. Rowe Price T. Rowe Price Dividend Growth I | — | — | — | $499K | 1.3% | |
| Royce Small-Cap Opportunity Instl | — | — | — | $364K | 0.9% | |
| Vanguard Group Vanguard REIT Index Admiral | — | — | — | $253K | 0.6% | |
| Vanguard Group Vanguard Wellesley Income Fund | — | — | — | $219K | 0.6% | |
| Oberweis International Opportunities | — | — | — | $217K | 0.5% | |
| American Funds American Funds US Gov SEC R6 | — | — | — | $206K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $189K | 0.5% | |
| Invesco Discovery Mid Cap Growth | — | — | — | $133K | 0.3% | |
| Nuveen Mid Cap Index Adm | — | — | — | $113K | 0.3% | |
| T. Rowe Price T. Rowe Price Integrated US Small GR EQ I | — | — | — | $113K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $12K | <0.1% | |
| J Hancock J Hancock2 Alternative Asset Allc A | — | — | — | $11K | <0.1% |