Plan Snapshot
- Plan Sponsor: Crawford & Company
- Sponsor EIN: 580506554
- Sponsor Address: 5335 TRIANGLE PKWY, PEACHTREE CORNERS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 3,912
- Total Assets: $592.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,912 | $592.5M | $8.6M | $28.7M |
| 2023 | 3,869 | $550.0M | $7.6M | $25.8M |
| 2022 | 3,749 | $481.3M | $7.1M | $23.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $311,637 | — | $311,637 |
| AON | NONE | $133,713 | — | $133,713 |
| WINDHAM BRANNON | NONE | $26,000 | — | $26,000 |
| WINDHAM BRANNON, LLC | Auditor | $26,000 | — | $26,000 |
| MORNINGSTAR | NONE | $16,582 | — | $16,582 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $513,932
- Estimated Expense Ratio: 0.087% 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 | $639,242 | $16,582 | — | $26,000 | — |
| 2023 | $594,283 | $10,593 | — | $8,000 | — |
| 2022 | $647,898 | $11,772 | — | — | $150,366 |