# Crest Industries, LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/crest-industries-llc-720728139-501

> Crest Industries, LLC&#39;s Health &amp; Welfare plan: 905 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crest Industries, LLC

- **Sponsor EIN:** 720728139

- **Sponsor Address:** P. O. BOX 6115, ALEXANDRIA, LA, 71307

- **Plan Type:** Health & Welfare

- **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.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/crest-industries-llc-720728139-501)

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