Craig BEHM signed Crisp Shared Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crisp Shared Services, Inc.'s EIN is 85-3328249.
Download the official 2024 Form 5500 (PDF) for Crisp Shared Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crisp Shared Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2050 Fund R6 | Other securities | — | — | $1.7M | 23.1% | |
| Principal LifeTime Hybrid 2055 Fund R6 | Other securities | — | — | $1.4M | 18.9% | |
| Principal LifeTime Hybrid 2040 Fund R6 | Other securities | — | — | $792K | 10.5% | |
| Principal LifeTime Hybrid 2060 Fund R6 | Other securities | — | — | $758K | 10.1% | |
| Principal LifeTime Hybrid 2045 Fund R6 | Other securities | — | — | $514K | 6.8% | |
| Principal LifeTime Hybrid 2065 Fund R6 | Other securities | — | — | $394K | 5.2% | |
| Principal LargeCap S&P 500 Index Fund | Common Collective Trusts | — | — | $394K | 5.2% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $383K | 5.1% | |
| Principal LifeTime Hybrid 2035 Fund R6 | Other securities | — | — | $318K | 4.2% | |
| Principal LifeTime Hybrid 2030 Fund R6 | Other securities | — | — | $132K | 1.8% | |
| Vanguard SmCap Index Admiral Fund | Mutual Funds | — | — | $119K | 1.6% | |
| Vanguard MidCap Value Index Admiral Fund | Mutual Funds | — | — | $91K | 1.2% | |
| T.Rowe Price LargeCap Growth I R6 Fund | Other securities | — | — | $77K | 1.0% | |
| BlackRock International Fund | Other securities | — | — | $69K | 0.9% | |
| Vanguard MidCap Index Admiral Fund | Mutual Funds | — | — | $62K | 0.8% | |
| BlackRock MidCap Growth Equity Fund | Other securities | — | — | $46K | 0.6% | |
| Capital Research and Mgmt Co American Funds SmCap World R6 Fund | Mutual Funds | — | — | $37K | 0.5% | |
| Principal LifeTime Hybrid 2025 Fund R6 | Other securities | — | — | $29K | 0.4% | |
| Notes Receivable from Participants * Participants Notes Receivable from Participants** | Other securities | — | — | $25K | 0.3% | |
| Vanguard Int-Tm Bd Idx Adm Fund | Common Collective Trusts | — | — | $21K | 0.3% | |
| Capital Research and Mgmt Co American Funds Intermediate Bond R6 Fund 587 Capital Research and Mgmt Co American Funds AmerMut R6 Fund | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $19K | 0.3% | |
| Principal LifeTime Hybrid 2070 Fund R6 | Other securities | — | — | $19K | 0.2% | |
| Capital Research and Mgmt Co American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $16K | 0.2% | |
| AB/Brown/Emerald SmallCapGrowth I R6 Fund | Mutual Funds | — | — | $12K | 0.2% | |
| American Beacon SmallCap Value R5 Fund | Other securities | — | — | $9K | 0.1% | |
| Pimco Income Institutional Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Annuity Contract * Principal Guaranteed Option | Other securities | — | — | $3K | <0.1% | |
| Capital Research and Mgmt Co American Funds NewPerspective R6 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
