Plan Snapshot
- Plan Sponsor: Cramer & Associates, INC.
- Sponsor EIN: 421102408
- Sponsor Address: 3100 SW BROOKSIDE DR, GRIMES, IA, 50111
- Plan Type: DC
- Total Participants: 110
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 110 | $32.0M | $710,000 | $0 |
| 2023 | 110 | $28.2M | $720,000 | $0 |
| 2022 | 115 | $25.3M | $640,000 | $0 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $21,630 | — | $21,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,630
- Estimated Expense Ratio: 0.068% 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 | $167,370 | — | — | $21,630 | — |
| 2023 | $234,091 | $4,045 | — | $16,500 | — |
| 2022 | $193,863 | — | — | — | $140,353 |