Plan Snapshot
- Plan Sponsor: Crafton, Tull & Associates, INC .
- Sponsor EIN: 710393591
- Sponsor Address: 901 N 47TH ST STE 400, ROGERS, AR, 72756
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 315
- Total Assets: $33.9M
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 | 315 | $33.9M | $570,546 | $2.2M |
| 2023 | 306 | $30.0M | $515,937 | $1.9M |
| 2022 | 296 | $24.4M | $459,981 | $1.6M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $58,504 | — | $58,504 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $51,897 | — | $51,897 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,401
- Estimated Expense Ratio: 0.325% 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 | $110,401 | $58,504 | — | — | — |
| 2023 | $111,288 | $58,504 | $300 | — | — |
| 2022 | $107,142 | $46,035 | — | — | — |