Plan Snapshot
- Plan Sponsor: Crest Industries, LLC
- Sponsor EIN: 720728139
- Sponsor Address: P. O. BOX 6115, ALEXANDRIA, LA, 71307
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 905
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 905 | $2.5M | $8.6M | $2.3M |
| 2023 | 845 | $1.8M | $5.4M | $1.6M |
| 2022 | 751 | $2.9M | $5.7M | $1.8M |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $258,537 | — | $258,537 |
| GALLAGHER BENEFIT SERVICES, INC. | Insurance Carrier | $26,880 | — | $26,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $285,417
- Estimated Expense Ratio: 11.517% 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 | $603,588 | — | $603,588 | — | — |
| 2023 | $531,449 | — | $531,449 | — | — |
| 2022 | $381,879 | — | — | — | $381,879 |