# Crb Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/crb-group-inc-401k-plan

> Crb Group, INC.'s 401(k) plan: 1,016 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CBIZ INVESTMENT ADVISORY SERVICES|INVESTMENT ADVISOR|$89,180|—|$89,180|

| MHM RETIREMENT PLAN SOLUTIONS|CONTRACT ADMIN|$49,040|—|$49,040|

| MARKSNELSON LLC|AUDITOR|$31,025|—|$31,025|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$27,673|—|$27,673|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$12,341|—|$12,341|

| MARKS NELSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARKSNELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — AUDITOR

- [MARKS NELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,259

- **Estimated Expense Ratio:** 0.097% 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|$353,269|$101,520|$144,011|—|—|

| 2023|$320,144|$122,162|$135,345|—|—|

| 2022|$309,349|$73,395|$219,404|—|$16,550|

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