Plan Snapshot
- Plan Sponsor: Crew Training International, INC.
- Sponsor EIN: 621506111
- Sponsor Address: 9198 CRESTWYN HILLS DRIVE, MEMPHIS, TN, 38125
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $38.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 458 | $38.4M | $1.6M | $4.5M |
| 2022 | 530 | $30.3M | $1.6M | $4.2M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $58,900 | — | $58,900 |
| PINPOINT FINANCIAL, LLC | CONTRACT ADMIN | $58,602 | — | $58,602 |
| MASSACHUSETTS MUTUAL LIFE INS COMP | INVESTMENT ADVISOR | $49,648 | — | $49,648 |
| EMPOWER ANNUITY INS CO. OF AMERICA | RECORDKEEPER | $48,482 | — | $48,482 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,632
- Estimated Expense Ratio: 0.562% 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 |
|---|---|---|---|---|---|
| 2023 | $101,419 | — | — | — | — |
| 2022 | $106,537 | $50,417 | $45,020 | — | $11,100 |