Courtney Dursteler signed Crumbl Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crumbl Enterprises, LLC's EIN is 84-1783007.
Download the official 2024 Form 5500 (PDF) for Crumbl Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crumbl Enterprises, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824865 | OAKLAND, CA | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American FDS 2050 Target Date R6 | Mutual Funds | — | — | $1.2M | 23.8% | |
| American Funds American FDS 2055 Target Date R6 | Mutual Funds | — | — | $844K | 16.9% | |
| American Funds American FDS 2060 Target Date R6 | Mutual Funds | — | — | $698K | 13.9% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $589K | 11.8% | |
| American Funds American FDS 2040 Target Date R6 | Mutual Funds | — | — | $457K | 9.1% | |
| American Funds American FDS 2045 Target Date R6 | Mutual Funds | — | — | $355K | 7.1% | |
| American Funds American FDS 2065 Target Date R6 | Mutual Funds | — | — | $191K | 3.8% | |
| Charles Schwab Charles Schwab Self-Directed Accounts | Self-Directed Brokerage | — | — | $98K | 2.0% | |
| Victory Capital Victory Nasdaq 100 Index R6 | Other securities | — | — | $93K | 1.9% | |
| CHARLES SHWAB Schwab Personal Choice Account | Mutual Funds | — | — | $81K | 1.6% | |
| CHARLES SHWAB Schwab PCRA Roth | Self-Directed Brokerage | — | — | $69K | 1.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $61K | 1.2% | |
| Vanguard Group Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $49K | 1.0% | |
| Charles Schwab Charles Schwab Self-Directed Accounts | Self-Directed Brokerage | — | — | $49K | 1.0% | |
| American Funds American FDS 2035 Target Date R6 | Mutual Funds | — | — | $44K | 0.9% | |
| American Funds American FDS 2030 Target Date R6 | Mutual Funds | — | — | $39K | 0.8% | |
| Parnassus Investments Parnassus Core Equity Fund Inst | Other securities | — | — | $38K | 0.8% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $36K | 0.7% | |
| Janus Henderson Janus Henderson Enterprise FD N | Mutual Funds | — | — | $28K | 0.6% | |
| American Funds American FDS 2025 Target Date R6 | Mutual Funds | — | — | $20K | 0.4% | |
| American Funds American FDS 2020 Target Date R6 | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Group Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $15K | 0.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $15K | 0.3% | |
| Fuller & Thaler Fuller & Thaler Behavioral Small Cap EQ R6 | Other securities | — | — | $14K | 0.3% | |
| and maturing in December 2025. -0- | Other securities | — | — | $5K | <0.1% | |
| CHARLES SHWAB Participant Loans | Participant loans | — | — | $5K | <0.1% | |
| Goldman Sachs Goldman Sachs GQG Partners Instl | Other securities | — | — | $5K | <0.1% | |
| Cash and Cash Equivalents * Charles Schwab Charles Schwab Self-Directed Accounts | Self-Directed Brokerage | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
