Plan Snapshot
- Plan Sponsor: Crawford Tracey Corporation
- Sponsor EIN: 591972454
- Sponsor Address: 3301 SW 13TH DR, DEERFIELD BEACH, FL, 33442
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $2.6M
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 | 111 | $2.6M | $27,606 | $200,937 |
| 2023 | 46 | $2.3M | $25,891 | $164,980 |
| 2022 | 88 | $1.9M | $24,514 | $163,742 |
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 |
|---|---|---|---|---|
| SHAVELL & COMPANY, P.A. | Auditor | — | — | $0 |
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 | $167,638 | — | $8,321 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $820 | — | $820 | — | — |