DENA Callsen signed Crookham Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crookham Company's EIN is 82-0186906.
Download the official 2024 Form 5500 (PDF) for Crookham Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crookham Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $28.7M | 98.9% | |
| FEDERATED HERMES CAPTL PRESERVATION FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.3% |
