# Charles L. Crane Agency Company 401(k) Plan
Source: https://planprovider.pro/companies/charles-l-crane-agency-company-401k-plan

> Charles L. Crane Agency Company's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|—|—|

## Similar Plans

- [Owner-Operator Services, INC.](https://planprovider.pro/companies/owner-operator-services-inc-401k-plan-001-4897) — 263 participants

- [Renaissance Financial Corporation](https://planprovider.pro/companies/renaissance-financial-corporation-401k-plan) — 166 participants

- [Forrest T. Jones & Company, INC.](https://planprovider.pro/companies/forrest-t-jones-company-inc-401k-plan) — 331 participants

- [The Daniel And Henry Co.](https://planprovider.pro/companies/the-daniel-and-henry-co-401k-plan) — 124 participants

- [North Star Insurance Advisors](https://planprovider.pro/companies/north-star-insurance-advisors-401k-plan) — 80 participants

- [Ollis And Company, INC.](https://planprovider.pro/companies/ollis-and-company-inc-401k-plan) — 66 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charles-l-crane-agency-company-401k-plan)

© 2026 PlanProvider.Pro