Plan Snapshot
- Plan Sponsor: Crest Discount Foods, INC.
- Sponsor EIN: 730759701
- Sponsor Address: 2200 W. 15TH STREET, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 956
- Total Assets: $54.1M
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 | 956 | $54.1M | $3.0M | $1.3M |
| 2023 | 911 | $47.0M | $2.9M | $1.2M |
| 2022 | 871 | $38.5M | $2.7M | $1.1M |
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 |
|---|---|---|---|---|
| PETERS & CHANDLER | 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 | $169,167 | $78,533 | — | — | — |
| 2023 | $154,890 | $77,435 | — | — | — |
| 2022 | $151,637 | $76,031 | — | — | $75,606 |