JOY Medina signed Crimson Midstream Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crimson Midstream Services, LLC's EIN is 81-4638212.
Download the official 2024 Form 5500 (PDF) for Crimson Midstream Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crimson Midstream Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $24K |
| — |
