Back to filter
Original filing (PDF)20251013140527NAL0003181394001
CRW ENGINEERING GROUP, INC.
Form 5500
FILING_RECEIVED
CRW ENGINEERING GROUP RETIREMENT TRUST
401(k) retirement plan
Active participants
84
Accounts w/ balance
122
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRW ENGINEERING GROUP, INC..
Plan sponsor
Name
CRW ENGINEERING GROUP, INC.
EIN
92-0178017
Address
3940 ARCTIC BOULEVARD · SUITE 300 · ANCHORAGE, AK · 995035789
Phone
(907) 562-3252
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
42 direct securities· $24.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Registered Investment Company - | — | — | — | $5.1M | 20.8% | |
| Vanguard Target Retirement 2035 Registered Investment Company - | — | — | — | $2.4M | 9.8% | |
| Vanguard Target Retirement 2045 Registered Investment Company - | — | — | — | $2.4M | 9.8% | |
| DFA U.S. Large-Cap Value Portfolio Registered Investment Company - | — | — | — | $2.1M | 8.5% | |
| Vanguard Target Retirement 2050 Registered Investment Company - | — | — | — | $2.0M | 8.0% | |
| Vanguard Target Retirement 2040 Registered Investment Company - | — | — | — | $1.2M | 5.1% | |
| Vanguard Small-Cap Index Registered Investment Company - | — | — | — | $959K | 3.9% | |
| Vanguard Target Retirement 2060 Registered Investment Company - | — | — | — | $924K | 3.8% | |
| Vanguard Target Retirement 2055 Registered Investment Company - | — | — | — | $651K | 2.7% | |
| Dodge and Cox International Stock Registered Investment Company - | — | — | — | $644K | 2.6% | |
| Vanguard Cash Reserves Federal Money Market Interest-Bearing Cash - | — | — | — | $615K | 2.5% | |
| DFA Large Cap International Portfolio Registered Investment Company - | — | — | — | $614K | 2.5% | |
| DFA International Value Portfolio Registered Investment Company - | — | — | — | $485K | 2.0% | |
| Dodge and Cox Income Registered Investment Company - | — | — | — | $408K | 1.7% | |
| DFA One Year Fixed Income Portfolio Registered Investment Company - | — | — | — | $404K | 1.7% | |
| Vanguard Small-Cap Value Registered Investment Company - | — | — | — | $344K | 1.4% | |
| DFA Intl Small Company Port Instl DFA 0 | — | — | — | $327K | 1.3% | |
| Royce Premier Registered Investment Company - | — | — | — | $327K | 1.3% | |
| DFA Five Year Global Fixed Income Registered Investment Company - | — | — | — | $286K | 1.2% | |
| Vanguard Target Retirement 2025 Registered Investment Company - | — | — | — | $275K | 1.1% | |
| DFA Emerging Markets Portfolio Registered Investment Company - | — | — | — | $267K | 1.1% | |
| Vanguard Total Bond Market Index Registered Investment Company - | — | — | — | $260K | 1.1% | |
| Vanguard Short-Term Inflation Protected Securities Registered Investment Company - | — | — | — | $198K | 0.8% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $198K | 0.8% | |
| DFA Emerging Markets Value Portfolio I DFA 0 | — | — | — | $159K | 0.6% | |
| Schwab Self-Direct Cash Fund V Schwab 0 547 Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $158K | 0.6% | |
| DFA International Small-Cap Value Portfolio Registered Investment Company - | — | — | — | $151K | 0.6% | |
| DFA Real Estate Securities Portfolio Registered Investment Company - | — | — | — | $139K | 0.6% | |
| DFA Emerging Markets Small-Cap Portfolio Registered Investment Company - | — | — | — | $125K | 0.5% | |
| Vanguard Target Retirement 2065 Registered Investment Company - | — | — | — | $114K | 0.5% | |
| Vanguard Target Retirement 2030 Registered Investment Company - | — | — | — | $110K | 0.4% | |
| Other Party Involved Description of Investment Cost Value * Vanguard Target Retirement Income Registered Investment Company - | — | — | — | $91K | 0.4% | |
| Vanguard Mid-Cap Index Registered Investment Company - | — | — | — | $67K | 0.3% | |
| Jensen Quality Growth Registered Investment Company - | — | — | — | $53K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $43K | 0.2% | |
| DFA International Real Estate Securities Registered Investment Company - | — | — | — | $35K | 0.1% | |
| Vanguard Target Retirement 2070 Registered Investment Company - | — | — | — | $27K | 0.1% | |
| Vanguard Target Retirement 2020 Registered Investment Company - | — | — | — | $26K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Engineering Services plans
DECIBEL RESEARCH, INC.
DECIBEL RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$24.4M · 116 participants
INDUS TECHNOLOGY, INC.
INDUS TECHNOLOGY, INC. 401(K) PLAN
$24.5M · 472 participants
HOWARD I. SHAPIRO & ASSOCIATES CONSULTING ENGINEERS, P.C.
HOWARD I. SHAPIRO & ASSOCIATES CONSULTING ENGINEERS, P.C. 401(K) PLAN
$24.4M · 49 participants
BALA CONSULTING ENGINEERS, INC.
BALA CONSULTING ENGINEERS, INC. 401(K)/PROFIT SHARING PLAN
$24.5M · 86 participants
FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C.
FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. 401(K) PROFIT SHARING PLAN
$24.5M · 176 participants
IMI MANAGEMENT, INC.
IMI MANAGEMENT, INC. 401(K) RETIREMENT PLAN
$24.5M · 358 participants
Large plans in Alaska
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND
ALASKA ELECTRICAL PENSION PLAN
$2.1B · 3,855 participants
ARCTIC SLOPE REGIONAL CORPORATION
ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN
$1.5B · 15,212 participants
GAINWELL ACQUISITION CORP.
GAINWELL TECHNOLOGIES 401(K) PLAN
$691.3M · 11,437 participants
COOK INLET REGION, INC.
COOK INLET REGION 401(K) RETIREMENT PLAN
$589.4M · 5,327 participants
ALASKA TEAMSTER EMPLOYER PENSION TRUST
ALASKA TEAMSTER-EMPLOYER PENSION TRUST
$516.0M · 3,901 participants
BRISTOL BAY NATIVE CORPORATION
BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN
$479.8M · 5,397 participants