Plan Snapshot
- Plan Sponsor: Allison Crane & Rigging, LLC
- Sponsor EIN: 232031046
- Sponsor Address: 2817 LYCOMING CREEK RD, WILLIAMSPORT, PA, 177011026
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $7.1M | $544,749 | $683,196 |
| 2023 | 125 | $6.1M | $535,442 | $628,607 |
| 2022 | 113 | $5.3M | $477,117 | $550,532 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEGACY ADVISORS | RIA | $40,651 | — | $40,651 |
| LARSON, KELLETT & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON, KELLETT & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,651
- Estimated Expense Ratio: 0.574% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $72,684 | $40,651 | $28,660 | — | — |
| 2023 | $62,739 | $35,164 | $25,500 | — | — |
| 2022 | $54,464 | $32,271 | $22,193 | — | — |