Plan Snapshot
- Plan Sponsor: Cr Employment, LLC
- Sponsor EIN: 731724508
- Sponsor Address: 500 COMMERCE ST, SUITE700, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 1,431
- Total Assets: $55.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,431 | $55.8M | $725,512 | $4.2M |
| 2023 | 1,219 | $49.3M | $621,993 | $3.8M |
| 2022 | 1,155 | $42.3M | $516,350 | $3.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,860 | — | $31,860 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,244 | — | $18,244 |
| R & A CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,104
- Estimated Expense Ratio: 0.090% 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 | $50,104 | $18,244 | — | — | — |
| 2023 | $44,937 | $18,030 | — | — | — |
| 2022 | $40,884 | $17,880 | — | — | — |