Plan Snapshot
- Plan Sponsor: Cranbrook Partner, INC.
- Sponsor EIN: 954341754
- Sponsor Address: 2034 COTNER AVE. 4TH FLOOR, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 270 | $10.2M | $0 | $509,598 |
| 2023 | 246 | $8.6M | $0 | $588,286 |
| 2022 | 243 | $6.7M | $0 | $597,967 |
| 2019 | 281 | $5.3M | $0 | $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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $850 | — | — | — | — |
| 2023 | $850 | — | — | — | — |
| 2022 | $900 | — | $900 | — | — |
| 2019 | -$3,460 | — | -$3,460 | — | — |