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Original filing (PDF)20250724134434NAL0005488353001
CRONOS USA CLIENT SERVICES LLC
Form 5500
FILING_RECEIVED
CRONOS USA 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
140
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRONOS USA CLIENT SERVICES LLC.
Plan sponsor
Name
CRONOS USA CLIENT SERVICES LLC
EIN
84-2480556
Address
1950 W CORPORATE WAY · ANAHEIM, CA · 92801
Phone
(323) 843-2741
Industry
Management of Companies / Holdingssee 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
2025-07-24
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $3.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $711K | 22.6% | |
| Voya Index Solution 2050 Portfolio Z Fund Mutual Fund | — | — | — | $412K | 13.1% | |
| Voya Index Solution 2055 Portfolio Z Fund Mutual Fund | — | — | — | $303K | 9.6% | |
| Voya Index Solution 2045 Portfolio Z Fund Mutual Fund | — | — | — | $212K | 6.7% | |
| Fidelity Blue Chip Grwth K6 Fd Mutual Fund | — | — | — | $159K | 5.0% | |
| Voya Index Solution 2030 Portfolio Z Fund Mutual Fund | — | — | — | $144K | 4.6% | |
| Large Cap Value Fund II R1 Mutual Fund | — | — | — | $139K | 4.4% | |
| Voya Index Solution 2060 Portfolio Z Fund Mutual Fund | — | — | — | $115K | 3.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $114K | 3.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $109K | 3.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $93K | 2.9% | |
| Voya Index Solution 2065 Portfolio Z Fund Mutual Fund | — | — | — | $90K | 2.9% | |
| Voya Index Solution 2040 Portfolio Z Fund Mutual Fund | — | — | — | $86K | 2.7% | |
| DFA Real Estate Securities Portfolio Institutional Fund Mutual Fund | — | — | — | $81K | 2.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $80K | 2.5% | |
| American Funds New World Fund Mutual Fund | — | — | — | $67K | 2.1% | |
| BlackRock High Yield Bond Portfolio Fund Mutual Fund | — | — | — | $64K | 2.0% | |
| Voya Index Solution 2035 Portfolio Z Fund Mutual Fund | — | — | — | $44K | 1.4% | |
| Voya Fixed Account Fund Guaranteed Investment Contract | — | — | — | $30K | 0.9% | |
| Voya Government Money Market Fund Mutual Fund | — | — | — | $24K | 0.7% | |
| Voya Index Solution 2025 Portfolio Z Fund Mutual Fund | — | — | — | $20K | 0.6% | |
| International Equity Fund R1 Mutual Fund | — | — | — | $14K | 0.4% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $11K | 0.3% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $11K | 0.3% | |
| Franklin Small Cap Value Fund Mutual Fund | — | — | — | $8K | 0.3% | |
| JPMorgan Small Cap Growth Fund Mutual Fund | — | — | — | $6K | 0.2% | |
| Participant Loans Interest rates from 10.0% to 10.5% | — | — | — | $5K | 0.2% | |
| Calvert US Large-Cap Core Responsible Index Fund Mutual Fund | — | — | — | $1K | <0.1% |
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