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Original filing (PDF)20251009053511NAL0006173761001
CRIMSON MIDSTREAM SERVICES, LLC
Form 5500
FILING_RECEIVED
CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
157
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRIMSON MIDSTREAM SERVICES, LLC.
Plan sponsor
Name
CRIMSON MIDSTREAM SERVICES, LLC
EIN
81-4638212
Address
1900 MAIN STREET · STE. 600 · IRVINE, CA · 92614
Phone
(303) 953-2432
Industry
Transportation & Warehousingsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DUFFY KRUSPODIN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
28 direct securities · 1 pooled fund· $13.6M(97% 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.
Registered Investment Companies
$13.0M
28 holdings
Common Collective Trust
$650K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 13.9% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $1.4M | 10.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 9.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $836K | 6.0% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $834K | 6.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $810K | 5.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $806K | 5.8% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $805K | 5.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $650K | 4.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $574K | 4.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $561K | 4.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $544K | 3.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $359K | 2.6% | |
| WESTERN ASSET CORE PLUS BOND I | Registered Investment Companies | — | — | $282K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $281K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $210K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $198K | 1.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $185K | 1.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $168K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $160K | 1.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $136K | 1.0% | |
| COL SEL MID CAP VALUE I3 | Registered Investment Companies | — | — | $92K | 0.7% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $91K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $80K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $76K | 0.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $53K | 0.4% | |
| COLUMBIA OVERSEAS VALUE I2 | Registered Investment Companies | — | — | $36K | 0.3% | |
| LORD ABBETT INCOME FUND I | Registered Investment Companies | — | — | $16K | 0.1% |
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