Plan Snapshot
- Plan Sponsor: Crews & Associates, INC.
- Sponsor EIN: 710522369
- Sponsor Address: 521 PRESIDENT CLINTON AVENUE, LITTLE ROCK, AR, 72201
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $47.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 183 | $47.8M | $489,546 | $1.7M |
| 2023 | 171 | $42.1M | $453,561 | $1.6M |
| 2022 | 161 | $35.6M | $483,040 | $1.7M |
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 |
|---|---|---|---|---|
| FORVIS, LLP | NONE | $75,351 | — | $75,351 |
| NEWPORT GROUP, INC. | NONE | $22,893 | — | $22,893 |
| FINANCIAL MANAGEMENT INC | NONE | $17,838 | — | $17,838 |
| ASCENSUS LLC | NONE | $6,930 | $291 | $7,221 |
| FROST, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — NONE
- FROST, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,303
- Estimated Expense Ratio: 0.258% 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 | $123,012 | $50,880 | $72,132 | — | — |
| 2023 | $102,705 | $59,091 | $8,166 | — | — |
| 2022 | $123,388 | $79,418 | $39,260 | — | $4,710 |