Plan Snapshot
- Plan Sponsor: Crest Cadillac, INC.
- Sponsor EIN: 391361550
- Sponsor Address: 12800 WEST CAPITOL DRIVE, BROOKFIELD, WI, 53005
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 78 | $7.5M | $124,432 | $599,078 |
| 2023 | 132 | $6.5M | $0 | $637,696 |
| 2022 | 120 | $5.6M | $151,425 | $615,210 |
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 |
|---|---|---|---|---|
| TOPEL FORMAN, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $462,889 | — | $31,203 | — | — |
| 2023 | $651,302 | — | $25,976 | — | — |
| 2022 | $27,051 | — | — | — | — |