# Crafton, Tull & Associates, INC . 401(k) Plan
Source: https://planprovider.pro/companies/crafton-tull-associates-inc-710393591-001

> Crafton, Tull & Associates, INC .'s 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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