CHAD Shipp signed C.R. England, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.R. England, Inc.'s EIN is 87-0257969.
Download the official 2024 Form 5500 (PDF) for C.R. England, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.R. England, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $163K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND Mutual Fund N/A | Mutual Funds | — | — | $16.1M | 13.3% | |
| SIA TD 2035 2 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $10.0M | 8.2% | |
| SIA TD 2030 2 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $8.8M | 7.3% | |
| SIA TD 2040 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $7.6M | 6.3% | |
| SIA TD 2045 2 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | — | $7.3M | 6.0% | |
| FID OTC PORTFOLIO Mutual Fund N/A | Mutual Funds | — | — | $6.8M | 5.6% | |
| SIA TD 2055 2 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $6.7M | 5.5% | |
| FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $6.6M | 5.5% | |
| SIA TD 2050 2 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $6.3M | 5.2% | |
| SIA TD 2060 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $4.9M | 4.0% | |
| SIA TD 2025 2 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $4.4M | 3.7% | |
| OAKMARK FUND INV Mutual Fund N/A | Other securities | — | — | $4.3M | 3.5% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $3.8M | 3.1% | |
| DODGE & COX INCOME I Mutual Fund N/A | Mutual Funds | — | — | $3.6M | 3.0% | |
| FID BALANCED Mutual Fund N/A | Mutual Funds | — | — | $3.4M | 2.8% | |
| ARTISAN MID CAP INV Mutual Fund N/A | Other securities | — | — | $3.0M | 2.5% | |
| Maturing 2025 - 2034 at * Notes receivable from participants interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $2.8M | 2.3% | |
| FID INTL INDEX Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 1.5% | |
| SIA TD 2020 2 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.5% | |
| FID DIVERSIFD INTL Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 1.3% | |
| FID EMERGING MKTS Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 1.1% | |
| FID MID CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 1.1% | |
| MFS MID CAP VALUE R4 Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 0.9% | |
| SIA LARGE CAP GRTH 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| TRP RETIREMENT 2015 Mutual Fund N/A | Other securities | — | — | $801K | 0.7% | |
| TRP QM US SMCPGR ADV Mutual Fund N/A | Other securities | — | — | $762K | 0.6% | |
| FID US BOND IDX Mutual Fund N/A | Common Collective Trusts | — | — | $705K | 0.6% | |
| WASATCH SMCAP VAL IS Mutual Fund N/A | Other securities | — | — | $568K | 0.5% | |
| FID SM CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $510K | 0.4% | |
| FID REAL ESTATE INC Mutual Fund N/A | Mutual Funds | — | — | $333K | 0.3% | |
| PIMCO INCOME INST Mutual Fund N/A | Mutual Funds | — | — | $229K | 0.2% | |
| GP INTL OPP INV Mutual Fund N/A | Other securities | — | — | $194K | 0.2% | |
| INVS GOLD SPL MIN A Mutual Fund N/A | Other securities | — | — | $190K | 0.2% | |
| TRP RETIREMENT 2005 Mutual Fund N/A | Other securities | — | — | $134K | 0.1% | |
| TRP RETIREMENT 2010 Mutual Fund N/A | Other securities | — | — | $80K | <0.1% | |
| COHEN & STEERS RLTY Mutual Fund N/A | Other securities | — | — | $72K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $30K |
| — |
