Back to filter
Original filing (PDF)20250819165357NAL0004185728001
CROMAN CORPORATION
Form 5500
FILING_RECEIVED
CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 1
~88 bps in Sched C fees
Active participants
85
Accounts w/ balance
139
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.4M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 69% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROMAN CORPORATION.
Plan sponsor
Name
CROMAN CORPORATION
EIN
93-0593890
Address
801 AVENUE C · WHITE CITY, OR · 97503
Phone
(541) 826-4455
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISORY SERVICES & INVESTMENTS LLC | 93-1238515 | BEND, OR | NONE | $28K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $20K | — |
| JOHN HANCOCK | 01-0233346 | — | NONE | $18K | — |
| NORTHWEST RETIREMENT PLANS INC | 93-0839718 | MEDFORD, OR | NONE | $8K | — |
Investments
18 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA Glob Alloc 60/40 Prt Inst Registered Investment Company | — | — | — | $981K | 11.5% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $944K | 11.1% | |
| Metwest Tot Ret Bond (Plan) Registered Investment Company | — | — | — | $827K | 9.7% | |
| DFA US Large Company Prt Inst Registered Investment Company | — | — | — | $706K | 8.3% | |
| JPMorgan US Govt MMkt Cap Cl Registered Investment Company | — | — | — | $695K | 8.2% | |
| DFA Int Core Equity Prt Inst Registered Investment Company | — | — | — | $673K | 7.9% | |
| DFA US Large Cap Value Port Registered Investment Company | — | — | — | $644K | 7.6% | |
| Vanguard Growth Index Fd Adm Registered Investment Company | — | — | — | $482K | 5.7% | |
| DFA Emerging Markets Core Eq I Registered Investment Company | — | — | — | $388K | 4.6% | |
| DFA US Small Cap Val Port I Registered Investment Company | — | — | — | $383K | 4.5% | |
| PIMCO Government MMkt Inst Registered Investment Company | — | — | — | $344K | 4.0% | |
| PIMCO Int Bd USD Hedged Inst Registered Investment Company | — | — | — | $281K | 3.3% | |
| DFA US Micro Cap Portfolio I Registered Investment Company | — | — | — | $258K | 3.0% | |
| DFA US Small Cap Port Inst Registered Investment Company | — | — | — | $256K | 3.0% | |
| DFA Global RE Sec Port Inst Registered Investment Company | — | — | — | $242K | 2.8% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $229K | 2.7% | |
| PIMCO Low Duration Fund Instl Registered Investment Company | — | — | — | $100K | 1.2% | |
| maturing through July 2028 0 | — | — | — | $84K | 1.0% |