Plan Snapshot
- Plan Sponsor: Cranial Technologies, INC.
- Sponsor EIN: 860736917
- Sponsor Address: 1405 W. AUTO DRIVE, FLOOR 2, TEMPE, AZ, 852841134
- Plan Type: 401(k)
- Total Participants: 802
- Total Assets: $38.9M
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 | 802 | $38.9M | $1.8M | $3.7M |
| 2023 | 715 | $29.9M | $1.7M | $3.3M |
| 2022 | 746 | $23.3M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $53,159 | — | $53,159 |
| WILSHIRE ASSOCIATES INC (USA) | INVESTMENT ADVISOR | $7,088 | — | $7,088 |
| CBIZ CPAS P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSHIRE ASSOCIATES INC (USA) — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,247
- Estimated Expense Ratio: 0.155% 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 | $140,067 | — | $140,067 | — | — |
| 2023 | $119,063 | — | $119,063 | — | — |
| 2022 | $97,754 | — | $97,754 | — | — |