Plan Snapshot
- Plan Sponsor: Correct Craft Holding Company, LLC
- Sponsor EIN: 460635077
- Sponsor Address: 14700 AEROSPACE PARKWAY, ORLANDO, FL, 32832
- Plan Type: 401(k)
- Total Participants: 1,531
- Total Assets: $49.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,531 | $49.8M | $1.6M | $5.5M |
| 2023 | 1,707 | $45.1M | $1.3M | $5.8M |
| 2022 | 1,946 | $37.6M | $1.2M | $4.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $296,678 | — | $296,678 |
| ECONOMIC GROUP PENSION SERVICES INC | Recordkeeper | $425 | $86,925 | $87,350 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $25,461 | $236 | $25,697 |
| WEALTH ADVSIORY SERVICES | Investment Advisor | $19,836 | $40 | $19,876 |
| FORVIS LLP | Auditor | — | $15,500 | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- FORVIS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $445,101
- Estimated Expense Ratio: 0.895% 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 | $341,943 | $45,297 | $296,646 | — | — |
| 2023 | $301,559 | $38,992 | $262,567 | — | — |
| 2022 | $140,537 | — | — | — | — |