Plan Snapshot
- Plan Sponsor: Crane Worldwide Logistics, LLC
- Sponsor EIN: 263079534
- Sponsor Address: 1500 RANKIN ROAD, HOUSTON, TX, 770734800
- Plan Type: 401(k)
- Total Participants: 1,693
- Total Assets: $79.6M
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 | 1,693 | $79.6M | $4.3M | $7.1M |
| 2023 | 1,702 | $67.5M | $3.8M | $6.4M |
| 2022 | 1,592 | $55.7M | $3.2M | $5.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $249,041 | $231 | $249,272 |
| UBS FINANCIAL SERVICES INC | Recordkeeper | — | $80,999 | $80,999 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $30,656 | — | $30,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $360,927
- Estimated Expense Ratio: 0.454% 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 | $279,698 | — | $237,881 | $31,017 | — |
| 2023 | $223,690 | $23,976 | $189,689 | — | — |
| 2022 | $222,411 | — | — | — | — |