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Original filing (PDF)20251007134404NAL0008245440001
CRYSTAL DYNAMICS, INC.
Form 5500
FILING_RECEIVED
CRYSTAL DYNAMICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
319
Accounts w/ balance
412
Plan assets (EOY)
$59.6M
Net assets (EOY)
$59.6M
How this plan invests
This plan
32 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 (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRYSTAL DYNAMICS, INC..
Plan sponsor
Name
CRYSTAL DYNAMICS, INC.
EIN
94-3161281
Address
2855 CAMPUS DRIVE · SUITE 200 · SAN MATEO, CA · 94403
Phone
(650) 421-7256
Industry
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $30K | — |
Investments
32 direct securities· $59.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual fund | — | — | — | $7.8M | 13.1% | |
| Fid Fdm Idx 2045 Mutual fund | — | — | — | $7.7M | 12.9% | |
| Fid Fdm Idx 2035 Mutual fund | — | — | — | $7.6M | 12.7% | |
| Fid Fdm Idx 2050 Mutual fund | — | — | — | $5.8M | 9.7% | |
| Fid Fdm Idx 2055 Mutual fund | — | — | — | $5.2M | 8.7% | |
| Fid Fdm Idx 2040 Mutual fund | — | — | — | $4.3M | 7.2% | |
| Fid Lg Cap Gr Idx Mutual fund | — | — | — | $2.9M | 5.0% | |
| Fid Mid Cap Idx Mutual fund | — | — | — | $2.4M | 4.0% | |
| Gabelli US Mmkt Money market fund | — | — | — | $2.1M | 3.5% | |
| similar party Investment Value TRP Div Growth Mutual fund | — | — | — | $2.0M | 3.4% | |
| Victory S Est Value Mutual fund | — | — | — | $1.3M | 2.2% | |
| Fid Fdm Idx 2025 Mutual fund | — | — | — | $1.0M | 1.8% | |
| AF New Perspect Mutual fund | — | — | — | $944K | 1.6% | |
| Fid Intl Index Mutual fund | — | — | — | $868K | 1.5% | |
| DFA Invt Grd Port Mutual fund | — | — | — | $812K | 1.4% | |
| AM Cent Sm Cap Gr Mutual fund | — | — | — | $782K | 1.3% | |
| Fid Small Cap Idx Mutual fund | — | — | — | $710K | 1.2% | |
| BlackRock Equity Dividend Mutual fund | — | — | — | $645K | 1.1% | |
| Fid Fdm Idx Inc Mutual fund | — | — | — | $598K | 1.0% | |
| Fid Fdm Idx 2030 Mutual fund | — | — | — | $473K | 0.8% | |
| BlackRock Md Cp Gr Eq Mutual fund | — | — | — | $424K | 0.7% | |
| C&S Inst Realty Mutual fund | — | — | — | $390K | 0.7% | |
| MFS Intl Equity Mutual fund | — | — | — | $365K | 0.6% | |
| Participant loans 32 loans; 4.25-9.50% | — | — | — | $360K | 0.6% | |
| Fid Fdm Idx 2065 Mutual fund | — | — | — | $320K | 0.5% | |
| PGIM High Yield Mutual fund | — | — | — | $301K | 0.5% | |
| AF New World Mutual fund | — | — | — | $297K | 0.5% | |
| Fid Fdm Idx 2060 Mutual fund | — | — | — | $297K | 0.5% | |
| Invs Gold Spl Min Mutual fund | — | — | — | $274K | 0.5% | |
| Fid Emrg Mkts Idx Mutual fund | — | — | — | $267K | 0.4% | |
| JPM Sm Cap Value Mutual fund | — | — | — | $228K | 0.4% | |
| Fid Fdm Idx 2020 Mutual fund | — | — | — | $45K | <0.1% |