Original filing (PDF)20251015163755NAL0002759971001

BLUE CRAB CORPORATE SERVICES, LL

Name: BLUE CRAB CORPORATE SERVICES, LL — BLUE CRAB CORPORATE SERVICES, LLC, Form 5500 (2024)
Creator: BLUE CRAB CORPORATE SERVICES, LL

Form 5500

FILING_RECEIVED

BLUE CRAB CORPORATE SERVICES, LLC

401(k) retirement plan

Signals · 2

26% in single holding~77 bps in Sched C fees

Active participants

199

Accounts w/ balance

244

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

28 pooled trusts

Schedule D

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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "MYWAYRETIREMENT INDEX 2050 R" is 26% of plan.
77 bps in Schedule C fees — modestly above peer band of 52 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CRAB CORPORATE SERVICES, LL.

Plan sponsor

Name

BLUE CRAB CORPORATE SERVICES, LL

EIN

82-3817597

Address

185 ADMIRAL COCHRANE DR · SUITE 402 · ANNAPOLIS, MD · 21401

Phone

(443) 453-5400

Industry

Health Care & Social Assistancesee 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

2025-10-15

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

LOMBARDO AYERS & COMPANY LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$12K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	59-1237041	—	INVESTMENT/FINANCIAL ADVI	$17K	—

Investments

1 direct security · 28 pooled funds· $3.6M(96% 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.

Common Collective Trust

$3.6M

28 holdings

Registered Investment Companies

$29K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
MYWAYRETIREMENT INDEX 2050 R WILMINGTON TRUST COMPANY · EIN 38-4065307 / PN 391	Common Collective Trust	—	—	$952K	25.1%
MYWAYRETIREMENT INDEX 2055 R WILMINGTON TRUST COMPANY · EIN 38-4065302 / PN 386	Common Collective Trust	—	—	$704K	18.6%
MYWAYRETIREMENT IDX RET R WILMINGTONTRUST COMPANY · EIN 38-4065298 / PN 382	Common Collective Trust	—	—	$498K	13.1%
MYWAYRETIREMENT INDEX 2045 R WILMINGTON TRUST COMPANY · EIN 38-4065301 / PN 385	Common Collective Trust	—	—	$291K	7.7%
MYWAYRETIREMENT INDEX 2060 R WILMINGTON TRUST COMPANY · EIN 38-4065297 / PN 381	Common Collective Trust	—	—	$259K	6.8%
MYWAYRETIREMENT LARGE CP VAL R WILMINGTON TRUST COMPANY · EIN 38-7264527 / PN 690	Common Collective Trust	—	—	$244K	6.5%
MYWAYRETIREMENT INDEX 2040 R WILMINGTON TRUST COMPANY · EIN 38-4065295 / PN 379	Common Collective Trust	—	—	$161K	4.2%
MYWAYRETIREMENT INDEX 2035 R WILMINGTON TRUST COMPANY · EIN 38-4065300 / PN 384	Common Collective Trust	—	—	$158K	4.2%
MYWAYRETIREMENT INDEX 2030 R WILMINGTON TRUST COMPANY · EIN 38-4065294 / PN 378	Common Collective Trust	—	—	$135K	3.6%
MYWAYRETIREMENT INDEX 2065 R WILMINGTON TRUST COMPANY · EIN 38-4139859 / PN 636	Common Collective Trust	—	—	$37K	1.0%
MYWAYRETIREMENT LARGE CAP GR R WILMINGTON TRUST COMPANY · EIN 38-4139869 / PN 647	Common Collective Trust	—	—	$36K	0.9%
MYWAYRETIREMENT CORE BD R WILMINGTON TRUST COMPANY · EIN 38-4139867 / PN 645	Common Collective Trust	—	—	$30K	0.8%
BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$29K	0.8%
VANGUARD FEDERAL MM INV	Registered Investment Companies	—	—	$29K	0.8%
BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004	Common Collective Trust	—	—	$24K	0.6%
BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$22K	0.6%
MYWAYRETIREMENT SM CP VAL R WILMINGTON TRUST COMPANY · EIN 85-3975085 / PN 651	Common Collective Trust	—	—	$14K	0.4%
MYWAYRETIREMENT MD CP VAL R WILMINGTON TRUST COMPANY · EIN 38-7264528 / PN 691	Common Collective Trust	—	—	$7K	0.2%
MYWAYRETIREMENT GL BD R WILMINGTON TRUST COMPANY · EIN 38-7264531 / PN 694	Common Collective Trust	—	—	$5K	0.1%
MYWAYRETIREMENT SM CAP GR R WILMINGTON TRUST COMPANY · EIN 83-3963461 / PN 650	Common Collective Trust	—	—	$4K	0.1%
MYWAYRETIREMENT MID CAP GR R WILMINGTON TRUST COMPANY · EIN 38-4139870 / PN 648	Common Collective Trust	—	—	$4K	<0.1%
BLACKROCK MID CAP EQ IDX 1 WILMINGTON TRUST · EIN 20-3802327 / PN 003	Common Collective Trust	—	—	$3K	<0.1%
MYWAYRETIREMENT BAL R WILMINGTON TRUST COMPANY · EIN 38-4139866 / PN 644	Common Collective Trust	—	—	$655	<0.1%
COL OVER VAL CIT MWR INTL VAL WILMINGTON TRUST CO · EIN 38-4126285 / PN 589	Common Collective Trust	—	—	$624	<0.1%
MYWAYRETIREMENT COMM R WILMINGTON TRUST COMPANY · EIN 38-7264532 / PN 695	Common Collective Trust	—	—	$188	<0.1%
MYWAYRETIREMENT REAL EST R WILMINGTON TRUST COMPANY · EIN 38-7264530 / PN 693	Common Collective Trust	—	—	$182	<0.1%
BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010	Common Collective Trust	—	—	$0	<0.1%
MYWAYRETIREMENT EMG MKT R WILMINGTON TRUST COMPANY · EIN 38-7264529 / PN 692	Common Collective Trust	—	—	$0	<0.1%
MYWAYRETIREMENT INDEX 2025 R WILMINGTON TRUST COMPANY · EIN 38-4065299 / PN 383	Common Collective Trust	—	—	$0	<0.1%