How big is Crystal Creamery Inc.'s plan?

Crystal Creamery Inc.'s plan reported $33.0M in assets and 642 participants for 2024.

Original filing (PDF)20250910132318NAL0021179713001

Crystal Creamery Inc.

Name: Crystal Creamery Inc. — Crystal Creamery 401(k) Plan, Form 5500 (2024)
Creator: Crystal Creamery Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Crystal Creamery 401(k) Plan

401(k) retirement plan · Crystal Creamery Inc.'s Crystal Creamery 401(k) Plan held $33.0M in plan assets for 642 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

642

Accounts w/ balance

382

Plan assets (EOY)

$33.0M

Net assets (EOY)

$33.0M

People on this filing

Denise George signed Crystal Creamery Inc.'s 2024 Form 5500 as plan administrator.

Denise George — 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

Crystal Creamery Inc.'s EIN is 84-3472126.

EIN 84-3472126

Plan number 001

Plan year 2024

ACK ID 20250910132318NAL0021179713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crystal Creamery Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crystal Creamery Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

27 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) — 1K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

CRYSTAL CREAMERY INC.

EIN

all filings

Address

529 KANSAS AVENUE · MODESTO, CA · 95351

Phone

(209) 548-7640

Industry

Manufacturing

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

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$48K	—

Investments

27 direct securities· $33.0M(100% of reported assets)

Mutual Funds

$27.4M

25 holdings

Common Collective Trusts

$3.7M

1 holding

U.S. Treasuries

$1.9M

1 holding

					% of plan
Fidelity Management Trust Company - Fidelity Contrafund Pool Mutual fund N/A	Mutual Funds	—	—	$5.0M	15.0%
Fidelity Management Trust Company - Vanguard Target 2030 Mutual fund N/A	Mutual Funds	—	—	$4.2M	12.6%
Fidelity Management Trust Company - Fidelity 500 Index Mutual fund N/A	Common Collective Trusts	—	—	$3.7M	11.2%
Fidelity Management Trust Company - Vanguard Target Inc Mutual fund N/A	Mutual Funds	—	—	$3.4M	10.2%
Fidelity Management Trust Company - Vanguard Target 2040 Mutual fund N/A	Mutual Funds	—	—	$2.6M	7.8%
Fidelity Management Trust Company - Vanguard Target 2025 Mutual fund N/A	Mutual Funds	—	—	$2.0M	6.0%
Fidelity Management Trust Company - Vanguard Total International Bond Index A Mutual fund N/A 869 * Fidelity Management Trust Company - Gabelli US Treasury Money Market Money market fund N/A	U.S. Treasuries	—	—	$1.9M	5.8%
Fidelity Management Trust Company - Vanguard Target 2035 Mutual fund N/A	Mutual Funds	—	—	$1.7M	5.1%
Fidelity Management Trust Company - Vanguard Target 2045 Mutual fund N/A	Mutual Funds	—	—	$1.5M	4.6%
Fidelity Management Trust Company - Vanguard Target 2020 Mutual fund N/A	Mutual Funds	—	—	$1.5M	4.6%
Fidelity Management Trust Company - T. Rowe Price Divers Mid Cap Gr Port Mutual fund N/A	Mutual Funds	—	—	$1.1M	3.2%
Fidelity Management Trust Company - Vanguard Target 2050 Mutual fund N/A	Mutual Funds	—	—	$798K	2.4%
Fidelity Management Trust Company - Baird Core Plus Bond Mutual fund N/A	Mutual Funds	—	—	$693K	2.1%
Fidelity Management Trust Company - Victory Sycamore Established Value Mutual fund N/A	Mutual Funds	—	—	$561K	1.7%
Fidelity Management Trust Company - Fidelity Diversified International Mutual fund N/A	Mutual Funds	—	—	$493K	1.5%
Fidelity Management Trust Company - Fidelity Extended Market Index Mutual fund N/A	Mutual Funds	—	—	$422K	1.3%
Fidelity Management Trust Company - Vanguard Target 2055 Mutual fund N/A	Mutual Funds	—	—	$418K	1.3%
Fidelity Management Trust Company - Vanguard Equity Income Admiral Shares Mutual fund N/A	Mutual Funds	—	—	$365K	1.1%
Fidelity Management Trust Company - Vanguard Target 2060 Mutual fund N/A	Mutual Funds	—	—	$262K	0.8%
Fidelity Management Trust Company - Fidelity Total International Index Mutual fund N/A	Mutual Funds	—	—	$156K	0.5%
Fidelity Management Trust Company - Allspring Special Small Cap Value Mutual fund N/A	Mutual Funds	—	—	$142K	0.4%
Fidelity Management Trust Company - Cohen & Steers Global Realty I Mutual fund N/A	Mutual Funds	—	—	$91K	0.3%
Fidelity Management Trust Company - JPMorgan Small Cap Growth Mutual fund N/A	Mutual Funds	—	—	$50K	0.2%
Fidelity Management Trust Company - Fidelity Inflation-Protected Bond Index Mutual fund N/A	Mutual Funds	—	—	$35K	0.1%
Fidelity Management Trust Company - Pimco High Yield Inst Mutual fund N/A	Mutual Funds	—	—	$33K	0.1%
Fidelity Management Trust Company - Fidelity U.S. Bond Index Mutual fund N/A	Mutual Funds	—	—	$27K	<0.1%
Fidelity Management Trust Company - Vanguard Target 2065 Mutual fund N/A	Mutual Funds	—	—	$23K	<0.1%