Original filing (PDF)20251013101052NAL0002363922001

CRI ADVANTAGE, INC.

Name: CRI ADVANTAGE, INC. — CRI PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: CRI ADVANTAGE, INC.

Form 5500

FILING_RECEIVED

CRI PROFIT SHARING 401K PLAN

401(k) retirement plan

Signals · 1

~80 bps in Sched C fees

Active participants

106

Accounts w/ balance

139

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

80 bps in Schedule C fees — 54% above peer band of 52 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRI ADVANTAGE, INC..

Plan sponsor

Name

CRI ADVANTAGE, INC.

EIN

82-0424286

Address

13125 W. PERSIMMON ST., STE 100 · BOISE, ID · 83713

Phone

(208) 343-9192

Industry

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ASSET CONSULTING GROUP, INC.	82-0513236	BOISE, ID	INVESTMENT ADVISOR	$14K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PINNACLE PENSION SERVICES, INC.	82-0433443	BOISE, ID	CONTRACT ADMIN	$7K	—

Investments

22 direct securities· $3.9M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Advisor Growth Opps Z Mutual Fund	—	—	—	$676K	17.1%
Fidelity 500 Index Mutual Fund	—	—	—	$391K	9.9%
American Funds New Perspective Mutual Fund	—	—	—	$312K	7.9%
American Funds 2055 Target Date Retirement Mutual Fund	—	—	—	$296K	7.5%
Putnam Large Cap Value Mutual Fund	—	—	—	$248K	6.3%
American Funds 2060 Target Date Retirement Mutual Fund	—	—	—	$219K	5.5%
Fidelity Adv Balance Z Mutual Fund	—	—	—	$199K	5.0%
American Funds Bond Fund of America Mutual Fund	—	—	—	$159K	4.0%
American Funds 2045 Target Date Retirement Mutual Fund	—	—	—	$155K	3.9%
MFS MidCap Value Mutual Fund	—	—	—	$151K	3.8%
American Funds 2030 Target Date Retirement Mutual Fund	—	—	—	$149K	3.8%
American Funds 2040 Target Date Retirement Mutual Fund	—	—	—	$122K	3.1%
American Funds 2050 Target Date Retirement Mutual Fund	—	—	—	$114K	2.9%
Putnam Small Cap Growth Mutual Fund	—	—	—	$113K	2.9%
JPMorgan Mid Cap Growth Mutual Fund	—	—	—	$106K	2.7%
American Funds 2035 Target Date Retirement Mutual Fund	—	—	—	$97K	2.5%
EI Fixed Account - Series Class IV Fixed Annuity	—	—	—	$90K	2.3%
Participants Participant Loans Rates from 5.25% to 10.50% -	—	—	—	$88K	2.2%
T. Rowe Price Health Sciences Mutual Fund	—	—	—	$72K	1.8%
Fidelity Mid Cap Index Mutual Fund	—	—	—	$66K	1.7%
DFA US Small Cap Mutual Fund	—	—	—	$58K	1.5%
American Funds 2015 Target Date Retirement Mutual Fund 192 American Funds 2020 Target Date Retirement Mutual Fund 70 American Funds 2025 Target Date Retirement Mutual Fund	—	—	—	$53K	1.3%