KINU Ebede signed Crown Castle Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crown Castle Inc.'s EIN is 76-0470458.
Download the official 2024 Form 5500 (PDF) for Crown Castle Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crown Castle Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $157K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTIMA CAPITAL MANAGEMENT LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-3178156 |
| — |
| NONE |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $28K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $12K | — |
| DINUZZO PRIVATE WEALTH INC | 23-2934855 | — | NONE | $10K | — |
| SEVEN HILLS FINANCIAL LLC | 20-8832359 | — | NONE | $9K | — |
| ROCKWOOD WEALTH MANAGEMENT LLC | 20-3587254 | — | NONE | $6K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $153.7M | 13.4% | |
| Schwab S&P 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $147.4M | 12.9% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $120.6M | 10.5% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $105.1M | 9.2% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $96.5M | 8.4% | |
| CROWN CASTLE STOCK FUND Employer Securities | Common Stocks | — | — | $92.3M | 8.1% | |
| Crown Castle Inc. Common Stock Employer Securities | Common Stocks | — | — | $91.7M | 8.0% | |
| Personal Choice Retirement Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $53.5M | 4.7% | |
| Fidelity Extended Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $47.8M | 4.2% | |
| Invesco Growth and Income Fund R5 Class Registered Investment Company | Mutual Funds | — | — | $43.5M | 3.8% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | Mutual Funds | — | — | $38.7M | 3.4% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $30.0M | 2.6% | |
| Fidelity Total International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $28.4M | 2.5% | |
| Artisan International Growth Trust Common Collective Funds | Common Collective Trusts | — | — | $21.9M | 1.9% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $21.9M | 1.9% | |
| Gabelli U.S. Treasury Money Market Fund Money Market Fund | Cash / Money Market | — | — | $17.3M | 1.5% | |
| JPMorgan Core Bond Fund Class R6 Registered Investment Company | Common Stocks | — | — | $16.4M | 1.4% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $14.5M | 1.3% | |
| Shares Victory Sycamore Small Company Opportunity Fund Class Registered Investment Company | Common Stocks | — | — | $14.3M | 1.3% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $12.5M | 1.1% | |
| Participant Loans 878 participant loans with various rates of interest from | Participant loans | — | — | $11.2M | 1.0% | |
| Vanguard Inflation-Protected Securities Fund Institutional Registered Investment Company | Mutual Funds | — | — | $11.1M | 1.0% | |
| Shares PIMCO High Yield Fund Institutional Class Registered Investment Company | Mutual Funds | — | — | $10.5M | 0.9% | |
| Lazard Global Listed Infrastructure Portfolio Institutional Registered Investment Company | Common Stocks | — | — | $9.8M | 0.9% | |
| DFA Global Real Estate Securities Portfolio Registered Investment Company | Mutual Funds | — | — | $8.3M | 0.7% | |
| Vanguard Retirement Savings Trust IV Common Collective Funds | Common Collective Trusts | — | — | $3.8M | 0.3% | |
| VFTC RETIRMENT SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $3.8M | 0.3% | |
| Shares Vanguard Total International Bond Index Fund Admiral Registered Investment Company | Common Collective Trusts | — | — | $3.5M | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $1.3M | 0.1% | |
| Blackrock Liquidity Treasury Trust Fund Institutional Money Market Fund | Common Collective Trusts | — | — | $622K | <0.1% |
