Plan Snapshot
- Plan Sponsor: Crc Advisors INC
- Sponsor EIN: 541508017
- Sponsor Address: 2760 EISENHOWER AVE FL 4, ALEXANDRIA, VA, 223144569
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 104
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 104 | $12.8M | $0 | $0 |
| 2024 | 83 | $10.2M | $253,142 | $719,117 |
| 2023 | 69 | $7.9M | $220,462 | $573,043 |
| 2022 | 43 | $6.2M | $156,808 | $465,780 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $18,756 | — | $18,756 |
| HIGHMARK, LLC | Investment Advisor | $6,287 | — | $6,287 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,043
- Estimated Expense Ratio: 0.195% 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 |
|---|---|---|---|---|---|
| 2025 | $344,610 | — | — | — | — |
| 2024 | $279,711 | — | — | — | — |
| 2023 | $607,655 | — | — | — | — |
| 2022 | $53,063 | — | — | — | — |