Retirement plan

CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES

Name: HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. - CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES (2023) Form 5500
Creator: HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES, HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.

HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.EIN 36-2123962Plan #007PY 2023

222 N LASALLE ST STE 1000 - CHICAGO, IL 606011007312-855-4000crown-chicago.comLinkedIn51-200 employeesexecutive office

Other plans on this EIN

3 filings

#101Retirement-$144.3M assets #001Retirement-$130.1M assets #006Retirement-$838K assets

Prospect flagsHigh feesHigh cashHigh assets / participant

Top hat statement on fileNQDC

Filed March 20, 2011 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$232.7M

-12.1% from 2016

Total participants

386

-3.9% from 2016

Average account balance

$610,829

-4.7% from 2016

Annual return

17.23%

-22.65 pp from 2016

Benchmarks

See 3,230 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,230 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$214.30M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$532K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

403

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3290

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
HARRIS3 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078	Advisory (Plan)	$676,876
SELECT EQUITY GROUP, L.P.3 years Filed as: SELECT EQUITY GROUP, LP Service code 27 · EIN 46-3465710	Advisory (Plan)	$350,590
NEUBERGER BERMAN9+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 13-5521910	Advisory (Plan)	$147,453
LYRICAL ASSET MANAGEMENT8 years Service code 27 · EIN 37-1572793	Advisory (Plan)	$101,189
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 18 · EIN 04-1867445	Direct payment from the plan; Custodi...	$14,092

Plan features & details

Pension benefit codes2E2U3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$4400 / participant

Investment mgmt$1M100.0%

% of EOY assets

0.548%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$610,829

$95,438+540.0%

$135,998+349.1%

$74,478+720.1%

Participation rate

98.3%

78.2%+20.1pp

81.9%+16.4pp

70.7%+27.5pp

Annual return

17.23%

32.61%-15.4pp

68.37%-51.1pp

34.37%-17.1pp

Employer contribution / active EE

$17,093

$3,878+340.8%

$4,860+251.7%

$2,637+548.2%

Participant deferral / active EE

$7,790-100.0%

$7,761-100.0%

$4,530-100.0%

Admin fee / account holder

$3,349

$259+1193.8%

$10,769-68.9%

$347+864.8%

Provider

Service type

Compensation

HARRIS3 years

Filed as: HARRIS ASSOCIATES LP

Service code 27 · EIN 36-3484078

Advisory (Plan)

$676,876

SELECT EQUITY GROUP, L.P.3 years

Filed as: SELECT EQUITY GROUP, LP

Service code 27 · EIN 46-3465710

Advisory (Plan)

$350,590

NEUBERGER BERMAN9+ years

Filed as: NEUBERGER & BERMAN

Service code 27 · EIN 13-5521910

Advisory (Plan)

$147,453

LYRICAL ASSET MANAGEMENT8 years

Service code 27 · EIN 37-1572793

Advisory (Plan)

$101,189

STATE STREET GLOBAL ADVISORS3 years

Filed as: STATE STREET

Service code 18 · EIN 04-1867445

Direct payment from the plan; Custodi...

$14,092

CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion