# Crest Insurance Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/crest-insurance-group-llc-401k-plan

> Crest Insurance Group, LLC's 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — CONTRACT ADMIN

- [REGIER CARR & MONROE, LLP](https://planprovider.pro/provider/regier-carr-and-monroe-llp-cpas) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/crest-insurance-group-llc-401k-plan)

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