Plan Snapshot
- Plan Sponsor: Charles L. Crane Agency Company
- Sponsor EIN: 431394059
- Sponsor Address: 400 CHESTERFIELD CENTER, SUITE 100, CHESTERFIELD, MO, 63017
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $47.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 231 | $47.7M | $1.4M | $2.0M |
| 2023 | 233 | $45.4M | $1.4M | $1.8M |
| 2022 | 247 | $39.4M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — 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 | $122,245 | $73,955 | — | — | — |
| 2023 | $106,014 | $64,805 | — | — | — |
| 2022 | $191,813 | $133,378 | $58,435 | — | — |