Plan Snapshot
- Plan Sponsor: Credit Agricole Corporate And Investment Bank
- Sponsor EIN: 362813095
- Sponsor Address: CREDIT AGRICOLE CORPORATE AND INVES, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 857
- Total Assets: $483.8M
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 | 857 | $483.8M | $11.7M | $13.4M |
| 2023 | 842 | $436.0M | $10.8M | $12.3M |
| 2022 | 810 | $369.3M | $10.0M | $10.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $169,214 | — | $169,214 |
| FLEURUS INVESTMENT ADVISORY LL | NONE | $5,651 | — | $5,651 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,865
- Estimated Expense Ratio: 0.036% 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 | $169,123 | $59,549 | — | — | — |
| 2023 | $169,671 | $47,803 | — | — | — |
| 2022 | $160,951 | $4,810 | — | — | $1,278 |