# Cresa Global, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cresa-global-inc-401k-plan

> Cresa Global, INC.'s 401(k) plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR\ INVESTMENT ADV

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [APRIO, LLP](https://planprovider.pro/provider/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|—|—|

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