Plan Snapshot
- Plan Sponsor: Crb Group, INC.
- Sponsor EIN: 843462211
- Sponsor Address: 1251 NW BRIARCLIFF PARKWAY, KANSAS CITY, MO, 64116
- Plan Type: 401(k)
- Total Participants: 1,016
- Total Assets: $216.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,016 | $216.2M | $3.8M | $13.4M |
| 2023 | 1,186 | $198.4M | $4.8M | $16.3M |
| 2022 | 1,580 | $172.3M | $5.2M | $17.1M |
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 |
|---|---|---|---|---|
| MARKS NELSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARKS NELSON LLC — Auditor
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 | $353,269 | $101,520 | $144,011 | — | — |
| 2023 | $320,144 | $122,162 | $135,345 | — | — |
| 2022 | $309,349 | $73,395 | $219,404 | — | $16,550 |