# Craig-Hallum Capital Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/craig-hallum-capital-group-llc-plan

> Craig-Hallum Capital Group LLC's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Craig-Hallum Capital Group LLC

- **Sponsor EIN:** 043672881

- **Sponsor Address:** 323 NORTH WASHINGTON AVENUE, MINNEAPOLIS, MN, 55401

- **Plan Type:** 401(k)

- **Total Participants:** 88

- **Total Assets:** $52.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88|$52.2M|$615,025|$1.4M|

| 2023|90|$44.0M|$584,082|$1.3M|

| 2022|91|$37.1M|$581,447|$1.3M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## 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|$3,517|$3,292|—|—|—|

| 2023|$3,069|$2,994|—|—|—|

| 2022|$8,810|$6,004|—|—|—|

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