Plan Snapshot
- Plan Sponsor: Crestview Management, LLC
- Sponsor EIN: 852570407
- Sponsor Address: 740 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 1,341
- Total Assets: $0
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 | 1,341 | $0 | $0 | $0 |
| 2023 | 1,365 | $0 | $0 | $0 |
| 2022 | 1,350 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| EXPRESS SCRIPTS, INC. | Other Service Provider | $2,508,429 | — | $2,508,429 |
| UMR, INC. | Other Service Provider | $544,332 | $22,946 | $567,278 |
| ASSURED NL INSURANCE AGENCY INC | Investment Advisor | $5,527 | — | $5,527 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,081,234
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |