Plan Snapshot
- Plan Sponsor: Cresa Global, INC.
- Sponsor EIN: 814198347
- Sponsor Address: 1800 M STREET NW SUITE 300N, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 624
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 624 | $24.9M | $686,257 | $2.8M |
| 2023 | 323 | $18.8M | $633,784 | $2.6M |
| 2022 | 248 | $11.8M | $499,801 | $1.9M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | ADVISOR\ INVESTMENT ADV | $42,969 | — | $42,969 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,200 | — | $39,200 |
| AGGREGATE RETIREMENT ADMIN SERVICE | CONTRACT ADMIN\ OTHER SER | $36,775 | — | $36,775 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $17,150 | — | $17,150 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — ADVISOR\ INVESTMENT ADV
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,094
- Estimated Expense Ratio: 0.547% 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 | $138,015 | $46,250 | $775 | — | — |
| 2023 | $93,550 | — | $93,550 | — | — |
| 2022 | $69,844 | — | $69,844 | — | — |