Plan Snapshot
- Plan Sponsor: Crest Insurance Group, LLC
- Sponsor EIN: 272359016
- Sponsor Address: 5285 EAST WILLIAMS CIRCLE, TUCSON, AZ, 85711
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $14.7M
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 | 249 | $14.7M | $343,492 | $1.3M |
| 2023 | 241 | $11.6M | $299,395 | $1.2M |
| 2022 | 228 | $9.1M | $286,425 | $1.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $36,875 | — | $36,875 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $28,972 | — | $28,972 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $14,747 | — | $14,747 |
| JULY BUSINESS SERVICES | CONTRACT ADMIN | $2,889 | $10,219 | $13,108 |
| REGIER CARR & MONROE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — CONTRACT ADMIN
- REGIER CARR & MONROE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,702
- Estimated Expense Ratio: 0.637% 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 | $83,880 | $79,534 | $4,346 | — | — |
| 2023 | $62,294 | — | — | — | — |
| 2022 | $64,450 | — | $64,450 | — | — |