Bertha Padilla signed Crown POLY, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crown POLY, Inc.'s EIN is 95-4343903.
Download the official 2024 Form 5500 (PDF) for Crown POLY, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crown POLY, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAYLOR CAPITAL LLC | 45-4614505 | — | INVESTMENT/FINANCIAL ADVI |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $25K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Van Target Retire 2030 Mutual Fund | Other securities | — | — | $2.6M | 11.8% | |
| Vanguard Lifestrategy Growth Mutual Fund | Mutual Funds | — | — | $2.0M | 8.9% | |
| Van Lifestrat Conserv Gr - In Mutual Fund | Other securities | — | — | $1.8M | 8.3% | |
| Van Target Retire 2040 Mutual Fund | Other securities | — | — | $1.5M | 6.7% | |
| Van Target Retire 2045 Mutual Fund | Other securities | — | — | $1.3M | 6.1% | |
| Sch Mkttrack All Eq Mutual Fund | Other securities | — | — | $1.3M | 5.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| Van Target Retire 2035 Mutual Fund | Other securities | — | — | $1.2M | 5.2% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $1.1M | 5.0% | |
| Vanguard Lifestrategy Mod Gro Mutual Fund | Mutual Funds | — | — | $1.0M | 4.7% | |
| Vanguard 500 Index Fund - Adm Mutual Fund | Common Collective Trusts | — | — | $913K | 4.1% | |
| Van Target Retire 2050 Mutual Fund | Other securities | — | — | $907K | 4.1% | |
| Van Target Retire 2025 Mutual Fund | Other securities | — | — | $889K | 4.0% | |
| Van Targ Retire 2060 Mutual Fund | Other securities | — | — | $623K | 2.8% | |
| Van Target Retire 2020 Mutual Fund | Other securities | — | — | $583K | 2.6% | |
| Van Target Retire 2055 Mutual Fund | Other securities | — | — | $485K | 2.2% | |
| Fidelity Nasdaq Composite Idx Mutual Fund | Common Collective Trusts | — | — | $352K | 1.6% | |
| Van Target Retire Inc Mutual Fund | Common Stocks | — | — | $275K | 1.2% | |
| Vang Tot Stk Mkt Idx - Admira Mutual Fund | Common Collective Trusts | — | — | $265K | 1.2% | |
| Vanguard Intermediate Term Bo Mutual Fund | Mutual Funds | — | — | $263K | 1.2% | |
| Vanguard Value Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $244K | 1.1% | |
| Vanguard Growth & Income Admi Mutual Fund | Mutual Funds | — | — | $234K | 1.1% | |
| Vanguard Dev Mkt Index Admira Mutual Fund | Mutual Funds | — | — | $210K | 0.9% | |
| Vanguard Mid Cap Value Ind Ad Mutual Fund | Mutual Funds | — | — | $201K | 0.9% | |
| Principal Mc S&P 400 Idx I Mutual Fund | Common Collective Trusts | — | — | $163K | 0.7% | |
| Fidelity Emerging Markets Fun Mutual Fund | Mutual Funds | — | — | $147K | 0.7% | |
| Vanguard Sm Cap Val Index Adm Mutual Fund | Mutual Funds | — | — | $142K | 0.6% | |
| American Funds Europac Gro- R Mutual Fund | Mutual Funds | — | — | $133K | 0.6% | |
| Vanguard Sm Cp Gr Idx -Admira Mutual Fund | Common Collective Trusts | — | — | $28K | 0.1% | |
| Vanguard Midcap Growth Idx Ad Mutual Fund | Common Collective Trusts | — | — | $28K | 0.1% | |
| Vanguard Tax-Mngd Sm Cap Adm Mutual Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Real Estate Index Ad Mutual Fund | Mutual Funds | — | — | $18K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $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. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
