Mark Cox signed Crescent Real Estate LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crescent Real Estate LLC's EIN is 75-2752117.
Download the official 2024 Form 5500 (PDF) for Crescent Real Estate LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent Real Estate LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $1.9M | 4.8% | |
| Fidelity Investments Fidelity Small Cap Index Premium | Mutual Funds | — | — | $1.9M | 4.8% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 3.3% | |
| DFA Large Cap Intl I | Mutual Funds | — | — | $1.2M | 3.1% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.0M | 2.6% | |
| Fidelity Investments Fidelity Emerging Markets Index | Mutual Funds | — | — | $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 | Other securities | — | — | $499K | 1.3% | |
| Royce Small-Cap Opportunity Instl | Other securities | — | — | $364K | 0.9% | |
| Vanguard Group Vanguard REIT Index Admiral | Mutual Funds | — | — | $253K | 0.6% | |
| Vanguard Group Vanguard Wellesley Income Fund | Mutual Funds | — | — | $219K | 0.6% | |
| Oberweis International Opportunities | Other securities | — | — | $217K | 0.5% | |
| American Funds American Funds US Gov SEC R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $133K | 0.3% | |
| Nuveen Mid Cap Index Adm | Mutual Funds | — | — | $113K | 0.3% | |
| T. Rowe Price T. Rowe Price Integrated US Small GR EQ I | Other securities | — | — | $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 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA ADVISORY SERVICES LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNELL & WILMER LLP | — | PHOENIX, AZ | ATTORNEY | $4K | — |
