How big is Cronos USA Client Services LLC's plan?

Cronos USA Client Services LLC's plan reported $3.2M in assets and 43 participants for 2024.

Original filing (PDF)20250724134434NAL0005488353001

Cronos USA Client Services LLC

Name: Cronos USA Client Services LLC — Cronos USA 401(k), Form 5500 (2024)
Creator: Cronos USA Client Services LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cronos USA 401(k) Plan

401(k) retirement plan · Cronos USA Client Services LLC's Cronos USA 401(k) Plan held $3.2M in plan assets for 43 participants in 2024.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Jennifer Ellis signed Cronos USA Client Services LLC's 2024 Form 5500 as plan administrator.

Jennifer Ellis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cronos USA Client Services LLC's EIN is 84-2480556.

EIN 84-2480556

Plan number 001

Plan year 2024

ACK ID 20250724134434NAL0005488353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cronos USA Client Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cronos USA Client Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (1% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CRONOS USA CLIENT SERVICES LLC

EIN

all filings

Address

1950 W CORPORATE WAY · ANAHEIM, CA · 92801

Phone

(323) 843-2741

Industry

Management of Companies / Holdings

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

28 direct securities· $3.2M(100% of reported assets)

Other securities

$1.7M

13 holdings

Common Collective Trusts

$1.1M

6 holdings

Mutual Funds

$336K

6 holdings

Stable Value

$30K

1 holding

Cash / Money Market

$24K

1 holding

Bonds / Notes

$5K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$711K	22.6%
Voya Index Solution 2050 Portfolio Z Fund Mutual Fund	Other securities	—	—	$412K	13.1%
Voya Index Solution 2055 Portfolio Z Fund Mutual Fund	Other securities	—	—	$303K	9.6%
Voya Index Solution 2045 Portfolio Z Fund Mutual Fund	Other securities	—	—	$212K	6.7%
Fidelity Blue Chip Grwth K6 Fd Mutual Fund	Mutual Funds	—	—	$159K	5.0%
Voya Index Solution 2030 Portfolio Z Fund Mutual Fund	Other securities	—	—	$144K	4.6%
Large Cap Value Fund II R1 Mutual Fund	Other securities	—	—	$139K	4.4%
Voya Index Solution 2060 Portfolio Z Fund Mutual Fund	Other securities	—	—	$115K	3.7%
Vanguard Total International Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$114K	3.6%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$109K	3.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$93K	2.9%
Voya Index Solution 2065 Portfolio Z Fund Mutual Fund	Other securities	—	—	$90K	2.9%
Voya Index Solution 2040 Portfolio Z Fund Mutual Fund	Other securities	—	—	$86K	2.7%
DFA Real Estate Securities Portfolio Institutional Fund Mutual Fund	Mutual Funds	—	—	$81K	2.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$80K	2.5%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$67K	2.1%
BlackRock High Yield Bond Portfolio Fund Mutual Fund	Other securities	—	—	$64K	2.0%
Voya Index Solution 2035 Portfolio Z Fund Mutual Fund	Other securities	—	—	$44K	1.4%
Voya Fixed Account Fund Guaranteed Investment Contract	Stable Value	—	—	$30K	0.9%
Voya Government Money Market Fund Mutual Fund	Cash / Money Market	—	—	$24K	0.7%
Voya Index Solution 2025 Portfolio Z Fund Mutual Fund	Other securities	—	—	$20K	0.6%
International Equity Fund R1 Mutual Fund	Other securities	—	—	$14K	0.4%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$11K	0.3%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$11K	0.3%
Franklin Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$8K	0.3%
JPMorgan Small Cap Growth Fund Mutual Fund	Other securities	—	—	$6K	0.2%
Participant Loans Interest rates from 10.0% to 10.5%	Bonds / Notes	—	—	$5K	0.2%
Calvert US Large-Cap Core Responsible Index Fund Mutual Fund	Common Collective Trusts	—	—	$1K	<0.1%