Plan Snapshot
- Plan Sponsor: Credit Industriel Et Commercial
- Sponsor EIN: 132757199
- Sponsor Address: 520 MADISON AVENUE, NEW YORK, NY, 100224213
- Plan Type: DB
- Total Participants: 93
- Total Assets: $42.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $42.8M | $0 | $0 |
| 2023 | 82 | $41.0M | $600,000 | $0 |
| 2022 | 85 | $38.6M | $600,000 | $0 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT MANAGER | $315,822 | — | $315,822 |
| FIRST STATE TRUST COMPANY | TRUSTEE | $64,848 | — | $64,848 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT MANAGER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $380,670
- Estimated Expense Ratio: 0.889% 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 | $380,670 | $315,822 | $37,847 | — | — |
| 2023 | $345,107 | $277,818 | $35,922 | — | — |
| 2022 | $332,297 | $283,469 | — | — | $37,422 |