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Original filing (PDF)20250725004636NAL0005374657001
CRENSHAW LUMBER CO., INC.
Form 5500
FILING_RECEIVED
CRENSHAW LUMBER CO., INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
108
Accounts w/ balance
151
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
27 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "John Hancock Life Insurance Company (U.S.A.) Invesco Premier US Government Money" is 31% of plan.
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRENSHAW LUMBER CO., INC..
Plan sponsor
Name
CRENSHAW LUMBER CO., INC.
EIN
95-1872813
Address
1860 W 166TH ST. · GARDENA, CA · 902474602
Phone
(310) 323-1337
Industry
Manufacturingsee 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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT WELLNESS GROUP | 82-5427341 | PASADENA, CA | INVESTMENT ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | AGOURA HILLS, CA | AUDITOR | $16K | — |
Investments
1 direct security · 27 pooled funds· $18.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$18.3M
27 holdings
Uncategorized
$138K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO PREMIER US GOVT MONEY JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.8M | 30.4% | |
| JH 2030 LIFETIME BLEND JOHN HANCOCK (USA)) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 10.9% | |
| JH 2020 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 10.3% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 7.6% | |
| JH 2035 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.7% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 5.5% | |
| LORD ABBETT SHORT DURATION INC JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $878K | 4.6% | |
| JH 2040 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $828K | 4.4% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $748K | 3.9% | |
| JH 2060 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $498K | 2.6% | |
| JH 2050 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $456K | 2.4% | |
| 500 INDEX FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $454K | 2.4% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $211K | 1.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 1.0% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 0.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $138K | 0.7% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $133K | 0.7% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $121K | 0.6% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $120K | 0.6% | |
| JH 2065 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 0.5% | |
| JH 2015 LIFETIME BLEND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 0.4% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| BARON REAL ESTATE FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MAINSTAY MACKAY HY CORP BOND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| JANUS HENDERSON GBL LIFE SCI JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| BLACKROCK INFL PROTECTED BOND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |