Tracy Chambers signed Crescent Communities, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crescent Communities, LLC's EIN is 82-4758086.
Download the official 2024 Form 5500 (PDF) for Crescent Communities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent Communities, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $6.4M | 14.5% | |
| T Rowe Price Blue Chip Growth | Mutual Funds | — | — | $5.5M | 12.3% | |
| BlackRock LP Index 2050 Fund | Other securities | — | — | $3.1M | 7.0% | |
| s * Fidelity Investments Balanced Fund | Mutual Funds | — | — | $2.9M | 6.4% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $2.7M | 6.0% | |
| JP Morgan US Equity - R6 | Other securities | — | — | $2.5M | 5.6% | |
| Carillon Eagle Mid Cap Growth Fund - R6 | Other securities | — | — | $2.4M | 5.4% | |
| BlackRock LP Index 2055 Fund | Other securities | — | — | $2.2M | 5.0% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $2.0M | 4.5% | |
| BlackRock LP Index 2040 Fund | Other securities | — | — | $1.8M | 4.1% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $1.6M | 3.7% | |
| American Funds Small Cap World | Mutual Funds | — | — | $1.5M | 3.5% | |
| BlackRock LP Index 2045 Fund | Other securities | — | — | $1.5M | 3.4% | |
| Stable Value Fund * Fidelity Management Trust Company Managed Income Portfolio, at contract value | Stable Value | — | — | $1.3M | 2.9% | |
| BlackRock LP Index 2035 Fund | Other securities | — | — | $1.3M | 2.9% | |
| Fidelity Investments Extended Market Index Fu | Mutual Funds | — | — | $1.2M | 2.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $1.2M | 2.7% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $700K | 1.6% | |
| Fidelity Investments Asset Manager 85% | Mutual Funds | — | — | $693K | 1.6% | |
| BlackRock LP Index RTMT Fund | Other securities | — | — | $556K | 1.3% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $427K | 1.0% | |
| BlackRock LP Index 2030 Fund | Other securities | — | — | $364K | 0.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $295K | 0.7% | |
| maturing through May 2032 | Other securities | — | — | $259K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
