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Original filing (PDF)20250801122102NAL0015803714001
CROWLEY FLECK PLLP
Form 5500
FILING_RECEIVED
CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
234
Accounts w/ balance
282
Plan assets (EOY)
$109.6M
Net assets (EOY)
$109.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 71% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWLEY FLECK PLLP.
Plan sponsor
Name
CROWLEY FLECK PLLP
EIN
81-0122795
Address
490 NORTH 31ST STREET SUITE 500 · BILLINGS, MT · 59101
Phone
(406) 252-3441
Industry
Law Offices· Professional & Technical Servicessee 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
2025-08-01
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
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE WEALTH MANAGEMENT | — | BILLINGS, MT | NONE | $112K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $51K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $18K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $6K | — |
Investments
60 direct securities · 2 pooled funds· $196.8M(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
$191.7M
60 holdings
Pooled Separate Account
$5.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funda Target Retirement 2035 Registered Investment Company N/A | — | — | — | $17.0M | 15.5% | |
| Fidelity 500 Index Registered Investment Company N/A | — | — | — | $15.9M | 14.5% | |
| Vanguard Target Retirement 2035 Registered Investment Company N/A | — | — | — | $14.6M | 13.3% | |
| Fidelity 500 Index Registered Investment Company N/A | — | — | — | $12.0M | 11.0% | |
| American Funds Target Retirement 2030 Registered Investment Company N/A | — | — | — | $8.4M | 7.7% | |
| Vanguard Target Retirement 2020 Registered Investment Company N/A | — | — | — | $7.8M | 7.1% | |
| American Funds Target Retirement 2020 Registered Investment Company N/A | — | — | — | $7.5M | 6.9% | |
| Vanguard Target Retirement 2030 Registered Investment Company N/A | — | — | — | $7.5M | 6.8% | |
| American Funds Target Retirement 2045 Registered Investment Company N/A | — | — | — | $5.7M | 5.2% | |
| American Funds Target Retirement 2040 Registered Investment Company N/A | — | — | — | $5.5M | 5.0% | |
| Vanguard Target Retirement 2045 Registered Investment Company N/A | — | — | — | $5.3M | 4.8% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INRANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.1M | 4.7% | |
| Vanguard Target Retirement 2040 Registered Investment Company N/A | — | — | — | $4.9M | 4.5% | |
| Fidelity Mid Cap Index Registered Investment Company N/A | — | — | — | $4.7M | 4.3% | |
| Fidelity U.S. Bond Index Registered Investment Company N/A | — | — | — | $4.6M | 4.2% | |
| Fidelity Mid Cap Index Registered Investment Company N/A | — | — | — | $4.3M | 3.9% | |
| American Funds Target Retirement 2050 Registered Investment Company N/A | — | — | — | $4.1M | 3.8% | |
| JP Morgan Large Cap Growth Pooled Separate Account N/A | — | — | — | $4.0M | 3.6% | |
| Fidelity International Index Registered Investment Company N/A | — | — | — | $3.8M | 3.5% | |
| Fidelity International Index Registered Investment Company N/A | — | — | — | $3.5M | 3.2% | |
| Vanguard Target Retirement 2050 Registered Investment Company N/A | — | — | — | $3.5M | 3.2% | |
| American Funds Target Retirement 2025 Registered Investment Company N/A | — | — | — | $3.4M | 3.1% | |
| Putnam Large Cap Value Registered Investment Company N/A | — | — | — | $3.3M | 3.0% | |
| JP Morgan Large Cap Value Pooled Separate Account N/A | — | — | — | $3.2M | 2.9% | |
| Vanguard Target Retirement 2025 Registered Investment Company N/A | — | — | — | $3.2M | 2.9% | |
| Fidelity U.S. Bond Index Registered Investment Company N/A | — | — | — | $2.8M | 2.6% | |
| Dodge & Cox Income Registered Investment Company N/A | — | — | — | $2.6M | 2.3% | |
| Fidelity Small Cap Index Registered Investment Company N/A | — | — | — | $2.4M | 2.2% | |
| Dodge & Cox Income Registered Investment Company N/A | — | — | — | $2.4M | 2.2% | |
| Fidelity Small Cap Index Registered Investment Company N/A | — | — | — | $2.1M | 2.0% | |
| Vanguard Instl Target Retirement Inc Registered Investment Company N/A | — | — | — | $2.1M | 1.9% | |
| Great-West Investments Fixed Account Fixed Annuities N/A | — | — | — | $1.6M | 1.4% | |
| American Funds Target Retirement 2015 Registered Investment Company N/A | — | — | — | $1.5M | 1.4% | |
| Fidelity Inflation Protected BD Index Instl Registered Investment Company N/A | — | — | — | $1.4M | 1.3% | |
| Fidelity Inflation Protected BD Index Instl Registered Investment Company N/A | — | — | — | $1.3M | 1.2% | |
| American Funds New World Registered Investment Company N/A | — | — | — | $1.3M | 1.2% | |
| Participant Directed Brokerage Accounts Self-Directed Accounts N/A | — | — | — | $1.2M | 1.1% | |
| Great-West Investments Fixed Account Fixed Annuities N/A | — | — | — | $1.2M | 1.1% | |
| Dodge & Cox Global Bond Registered Investment Company N/A | — | — | — | $1.1M | 1.0% | |
| Dodge & Cox Global Bond Registered Investment Company N/A | — | — | — | $938K | 0.9% | |
| Blackrock High Yield Registered Investment Company N/A | — | — | — | $686K | 0.6% | |
| Participant Directed Brokerage Accounts Self-Directed Accounts N/A | — | — | — | $633K | 0.6% | |
| American Funds Target Retirement 2060 Registered Investment Company N/A | — | — | — | $615K | 0.6% | |
| Participant Loans (Maturing 2025-2039 at - | — | — | — | $598K | 0.5% | |
| Federated Hermes Institutional High Yield Registered Investment Company N/A | — | — | — | $570K | 0.5% | |
| Participant Loans (Maturing 2024-2037 at - | — | — | — | $569K | 0.5% | |
| American Funds Target Retirement 2055 Registered Investment Company N/A | — | — | — | $512K | 0.5% | |
| Cohen & Steers Real Estate Securities Registered Investment Company N/A | — | — | — | $488K | 0.4% | |
| Vanguard Target Retirement 2060 Registered Investment Company N/A | — | — | — | $459K | 0.4% | |
| Pimco Real Return Instl Registered Investment Company N/A | — | — | — | $435K | 0.4% | |
| DFA Global Real Estate Securities Registered Investment Company N/A | — | — | — | $401K | 0.4% | |
| Investco Oppenheimer International Registered Investment Company N/A | — | — | — | $382K | 0.3% | |
| DFA Commodity Strategy Registered Investment Company N/A | — | — | — | $347K | 0.3% | |
| Vanguard Target Retirement 2055 Registered Investment Company N/A | — | — | — | $337K | 0.3% | |
| Schwab Fundamental International Registered Investment Company N/A | — | — | — | $336K | 0.3% | |
| Schwab Fundamental International Registered Investment Company N/A | — | — | — | $331K | 0.3% | |
| Fidelity Overseas Registered Investment Company N/A | — | — | — | $212K | 0.2% | |
| Putnam Small Cap Growth Registered Investment Company N/A | — | — | — | $30K | <0.1% | |
| Investco Discovery Mid Cap Growth Registered Investment Company N/A | — | — | — | $30K | <0.1% | |
| American Funds Target Retirement 2065 Registered Investment Company N/A | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2065 Registered Investment Company N/A | — | — | — | $7K | <0.1% | |
| LARGE CAP VALUE I (JPMORGAN) EMPOWER ANNUITY INRANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $0 | <0.1% |
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