Retirement plan

CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN

Name: CONSOLIDATED CRANE COMPANY, INC. - CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN (2024) Form 5500
Creator: CONSOLIDATED CRANE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN, CONSOLIDATED CRANE COMPANY, INC.

CONSOLIDATED CRANE COMPANY, INC.EIN 74-2150319Plan #001PY 2024

6370 LONG DRIVE - HOUSTON, TX 77087713-641-3330LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6M

+24.9% from 2023

Total participants

130

+1.6% from 2023

Average account balance

$54,728

+16.9% from 2023

Annual return

19.68%

-4.75 pp from 2023

Benchmarks

See 2,355 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,355 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.97M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

109

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.

81.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$396K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 10 of 11 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$30,901
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037	Investment Management	$0
DELAWARE FUNDS5 years Service code 28 COMMERCE SQUARE · PHILADELPHIA, PA 19103	Investment Management	$0
DIMENSIONAL FUND ADVISORS1 year Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL5 years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
INVESCO5 years Service code 28 · EIN 26-4521338	Investment Management	$0
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND5 years Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3H2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$31K

$271 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.518%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: DOEREN MAYHEW ASSURANCE
Auditor EIN: 382492570
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,728

$88,083-37.9%

$164,813-66.8%

$74,495-26.5%

Participation rate

81.6%

73.0%+8.5pp

78.6%+3.0pp

67.2%+14.4pp

Annual return

19.68%

17.26%+2.4pp

69.93%-50.3pp

1364.94%-1345.3pp

Employer contribution / active EE

$2,593-100.0%

$4,341-100.0%

$2,623-100.0%

Participant deferral / active EE

$3,469

$4,498-22.9%

$6,031-42.5%

$4,346-20.2%

Admin fee / account holder

$283

$2,234-87.3%

$12,690-97.8%

$1,942-85.4%

Provider

Service type

Compensation

T ROWE PRICE RPS INC5 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$30,901

AMERICAN FUNDS5 years

Service code 28 · EIN 95-1411037

Investment Management

DELAWARE FUNDS5 years

Service code 28

COMMERCE SQUARE · PHILADELPHIA, PA 19103

Investment Management

DIMENSIONAL FUND ADVISORS1 year

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

INVESCO5 years

Service code 28 · EIN 26-4521338

Investment Management

MORGAN STANLEY SMITH BARNEY5 years

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

MFS INVESTMENT MANAGEMENT5 years

Filed as: MFS FUNDS

Service code 28 · EIN 04-2747644

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND5 years

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

T ROWE PRICE RPS INC5 years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN

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