Plan Snapshot
- Plan Sponsor: Crimson Midstream Services, LLC
- Sponsor EIN: 814638212
- Sponsor Address: 1900 MAIN STREET, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $14.0M | $682,276 | $1.2M |
| 2023 | 120 | $11.7M | $682,216 | $1.2M |
| 2022 | 120 | $11.1M | $696,674 | $1.3M |
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 |
|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $24,050 | — | $24,050 |
| ADP, INC. | RECORD KEEPER | $10,829 | — | $10,829 |
| DUFFY KRUSPODIN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- DUFFY KRUSPODIN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,879
- Estimated Expense Ratio: 0.249% 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 | $34,880 | $24,051 | — | — | — |
| 2023 | $31,047 | $22,160 | — | — | — |
| 2022 | $35,062 | — | — | — | — |