Plan Snapshot
- Plan Sponsor: Crawford Heating And Cooling, INC.
- Sponsor EIN: 362495336
- Sponsor Address: 1306 MILL STREET, ROCK ISLAND, IL, 61201
- Plan Type: DC
- Total Participants: 153
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $10.2M | $354,250 | $603,120 |
| 2023 | 168 | $7.9M | $356,223 | $564,849 |
| 2022 | 170 | $6.2M | $328,708 | $586,181 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $61,820 | — | $61,820 |
| MORGAN STANLEY | Investment Advisor | $22,323 | — | $22,323 |
| AT RETIREMENT SERVICE LLC | Other Service Provider | $9,167 | — | $9,167 |
| AMERICAN TRUST COMPANY | Other Service Provider | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,810
- Estimated Expense Ratio: 0.972% 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 | $63,996 | — | — | — | — |
| 2023 | $41,332 | — | — | — | — |
| 2022 | $46,066 | — | — | — | — |