The Crawford Group, Inc. 401(k): best low-cost funds
Enterprise Holdings Retirement Savings Plan · Plan #001 · Saint Louis, MO
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| SP 500 Index PL CL D index | Geode Capital Management Trust | Common/collective trust | $858.2M |
| Winslow Large CAP C | SEI Trust Company | Common/collective trust | $607.1M |
| BTC Lifepath 2050 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $447.8M |
| BTC Lifepath 2055 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $431.9M |
| BTC Lifepath 2040 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $392.8M |
| BTC Lifepath 2060 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $358.0M |
| BTC Lifepath 2045 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $343.6M |
| BTC Lifepath 2030 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $265.3M |
| WB Smid Growth 2 | Global Trust Company | Common/collective trust | $262.9M |
| MIP II CL 3 | Fidelity Management Trust Company | Common/collective trust | $218.9M |
| BTC Lifepath RET J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $213.1M |
| PRU Core PL BD CL 6 | Prudential Trust Company | Common/collective trust | $135.7M |
| BTC Lifepath 2065 J | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $112.9M |
| BTC Lifepath 2035 J | Blackrock Inst. Trust Company, N. A | Common/collective trust | $110.3M |
| SP Intl Index D index | Geode Capital Management, LLC | Common/collective trust | $77.8M |
| BTC LP IDX 2030 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2045 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2060 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2025 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2035 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2055 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2040 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX RET M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2050 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
| BTC LP IDX 2065 M | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $1.4B | 22.0% |
| Common/collective trusts | $4.8B | 74.2% |
| Participant loans | $55.3M | 0.8% |
Fees paid from plan assets
| Contract administrator fees | $0 |
| Investment advisory & management fees | $0 |
| Other administrative fees | $0 |
| Total administrative expenses | $402,094 |
Reported administrative expenses were about 0.007% of average plan assets, or about $5 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20250731085852NAL0002937747001. EIN 431233684.