Plan Snapshot
- Plan Sponsor: C.R.T.S., INC.
- Sponsor EIN: 561074829
- Sponsor Address: 3301 INTEGRITY DR, GARNER, NC, 27529
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 108
- Total Assets: $14.0M
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. |
|---|---|---|---|---|
| 2023 | 108 | $14.0M | $83,326 | $587,526 |
| 2022 | 92 | $12.1M | $633,594 | $651,562 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $29,521 | — | $29,521 |
| THE IRA GROUP INC | Other Service Provider | $14,861 | — | $14,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,382
- Estimated Expense Ratio: 0.318% 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 |
|---|---|---|---|---|---|
| 2023 | $46,744 | $17,223 | $29,521 | — | — |
| 2022 | $28,888 | $7,500 | $21,168 | — | — |