Plan Snapshot
- Plan Sponsor: Crescent Parts & Equipment Co., INC.
- Sponsor EIN: 430610548
- Sponsor Address: 5121 MANCHESTER AVE, ST. LOUIS, MO, 63110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 194
- Total Assets: $46.4M
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. |
|---|---|---|---|---|
| 2025 | 194 | $46.4M | $0 | $0 |
| 2024 | 158 | $42.7M | $1.4M | $1.7M |
| 2023 | 163 | $39.4M | $1.1M | $1.6M |
| 2022 | 156 | $32.1M | $1.3M | $1.7M |
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 |
|---|---|---|---|---|
| MONETA GROUP LLC | Other Service Provider | $63,430 | — | $63,430 |
| EPIC RETIREMENT PLAN SERVICES | Other Service Provider | $44,658 | — | $44,658 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | — | $17,931 | $17,931 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,019
- Estimated Expense Ratio: 0.272% 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 | $5,821,279 | $63,430 | — | — | — |
| 2024 | $102,142 | $61,092 | — | — | — |
| 2023 | $94,239 | $56,390 | — | — | — |
| 2022 | $92,136 | $56,427 | — | — | — |