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Original filing (PDF)20251106091154NAL0025295362001
CROWN CASTLE INC.
Form 5500
FILING_RECEIVED
CROWN CASTLE INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
3,947
Accounts w/ balance
6,081
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
9 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWN CASTLE INC..
Plan sponsor
Name
CROWN CASTLE INC.
EIN
76-0470458
Address
8020 KATY FREEWAY · HOUSTON, TX · 77024
Phone
(713) 570-3000
Industry
Electrical Contractors· Constructionsee 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
2025-11-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $157K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $28K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $12K | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $11K | — |
| 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 | — |
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
Investments
22 direct securities · 9 pooled funds· $1.2B(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
$789.7M
22 holdings
Common Collective Trust
$445.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $92.3M | 8.1% | |
| Crown Castle Inc. Common Stock Employer Securities | — | — | — | $91.7M | 8.0% | |
| Personal Choice Retirement Account Self-Directed Brokerage Account | — | — | — | $53.5M | 4.7% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $47.8M | 4.2% | |
| Invesco Growth and Income Fund R5 Class Registered Investment Company | — | — | — | $43.5M | 3.8% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | — | — | — | $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 | — | — | — | $28.4M | 2.5% | |
| Artisan International Growth Trust Common Collective Funds | — | — | — | $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 | — | — | — | $17.3M | 1.5% | |
| JPMorgan Core Bond Fund Class R6 Registered Investment Company | — | — | — | $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 | — | — | — | $14.3M | 1.3% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $12.5M | 1.1% | |
| Participant Loans 878 participant loans with various rates of interest from | — | — | — | $11.2M | 1.0% | |
| Vanguard Inflation-Protected Securities Fund Institutional Registered Investment Company | — | — | — | $11.1M | 1.0% | |
| Shares PIMCO High Yield Fund Institutional Class Registered Investment Company | — | — | — | $10.5M | 0.9% | |
| Lazard Global Listed Infrastructure Portfolio Institutional Registered Investment Company | — | — | — | $9.8M | 0.9% | |
| DFA Global Real Estate Securities Portfolio Registered Investment Company | — | — | — | $8.3M | 0.7% | |
| Vanguard Retirement Savings Trust IV Common Collective Funds | — | — | — | $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% | |
| VANGUARD TOTAL INTL BD IDX ADM Registered Investment Company | — | — | — | $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 | — | — | — | $622K | <0.1% |