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Original filing (PDF)20251014052810NAL0002257601001
CW OPERATING PARTNERSHIP LLC
Form 5500
FILING_RECEIVED
CRANEWORKS LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
249
Accounts w/ balance
128
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CW OPERATING PARTNERSHIP LLC.
Plan sponsor
Name
CW OPERATING PARTNERSHIP LLC
EIN
93-2329263
Address
7795 LITTLE YORK ROAD · HOUSTON, TX · 77016
Phone
(713) 636-7704
Industry
Wholesale Tradesee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MARKSNELSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
Investments
28 direct securities · 1 pooled fund· $6.9M(99% of reported assets)
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.
Registered Investment Companies
$6.4M
28 holdings
Common Collective Trust
$523K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $870K | 12.4% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $818K | 11.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $669K | 9.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $523K | 7.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $454K | 6.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $443K | 6.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $424K | 6.0% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $409K | 5.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $399K | 5.7% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $316K | 4.5% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $302K | 4.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $298K | 4.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $231K | 3.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $131K | 1.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $117K | 1.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $116K | 1.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $73K | 1.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $62K | 0.9% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $59K | 0.8% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $48K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $46K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $35K | 0.5% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $18K | 0.3% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $17K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $15K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $10K | 0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $8K | 0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% |
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