Plan Snapshot
- Plan Sponsor: Crestview Management LLC
- Sponsor EIN: 852570407
- Sponsor Address: 740 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
- Plan Type: 401(k)
- Total Participants: 4,200
- Total Assets: $93.5M
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 | 4,200 | $93.5M | $1.8M | $4.4M |
| 2023 | 3,653 | $85.1M | $1.6M | $3.9M |
| 2022 | 3,367 | $71.8M | $672,457 | $3.4M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $110,673 | $38,076 | — | — | — |
| 2023 | $22,975 | $46,401 | — | — | — |
| 2022 | $11,817 | $41,586 | — | — | — |