Plan Snapshot
- Plan Sponsor: C.R. Pharmacy Service, INC.
- Sponsor EIN: 420985270
- Sponsor Address: 1014 5TH AVE SE, CEDAR RAPIDS, IA, 524032417
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.1M
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 | 133 | $9.1M | $193,585 | $574,673 |
| 2023 | 136 | $9.0M | $181,325 | $523,050 |
| 2022 | 140 | $8.3M | $189,179 | $531,759 |
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 |
|---|---|---|---|---|
| BOULAY PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOULAY PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $40,762 | — | $40,762 | — | — |
| 2023 | $40,247 | — | $40,247 | — | — |
| 2022 | $37,528 | — | $37,528 | — | — |