Plan Snapshot
- Plan Sponsor: Cr Legal Team, LLP
- Sponsor EIN: 263868557
- Sponsor Address: 2400 FREEMAN MILL ROAD, GREENSBORO, NC, 27406
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $15.9M
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 | 181 | $15.9M | $190,683 | $715,920 |
| 2023 | 160 | $14.2M | $198,382 | $758,483 |
| 2022 | 174 | $12.3M | $183,140 | $715,256 |
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 |
|---|---|---|---|---|
| DMJPS PLLC | Auditor | — | — | $0 |
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 | $7,800 | $5,450 | — | — | — |
| 2023 | $10,348 | $7,223 | — | — | — |
| 2022 | $13,905 | $5,330 | — | — | — |