Plan Snapshot
- Plan Sponsor: Crawford United 401(K) Plan
- Sponsor EIN: 340288470
- Sponsor Address: 10514 DUPONT AVE, CLEVELAND, OH, 44108
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $13.1M
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 | 373 | $13.1M | $480,005 | $1.3M |
| 2023 | 343 | $11.8M | $393,100 | $1.1M |
| 2022 | 290 | $9.7M | $354,680 | $966,897 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $35,085 | — | $35,085 |
| MEADEN & MOORE, LTD. | NONE | $21,000 | — | $21,000 |
| NFP RETIREMENT, INC. | NONE | $18,240 | — | $18,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- MEADEN & MOORE, LTD. — NONE
- NFP RETIREMENT, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,325
- Estimated Expense Ratio: 0.568% 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 | $74,201 | — | $74,201 | — | — |
| 2023 | $52,378 | — | — | — | — |
| 2022 | $70,389 | $23,295 | $20,529 | — | $26,565 |