Plan Snapshot
- Plan Sponsor: Crimson Oak Grove Resources, LLC
- Sponsor EIN: 851222574
- Sponsor Address: 153 HIGHWAY 7 SOUTH, POWHATAN POINT, OH, 43942
- Plan Type: DC
- Total Participants: 381
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 381 | $12.7M | $3.1M | $1.6M |
| 2023 | 420 | $11.1M | $3.4M | $1.4M |
| 2022 | 429 | $8.3M | $3.1M | $1.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $29,453 | — | $29,453 |
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | $18,480 | — | $18,480 |
| CIUNI & PANICHI, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,933
- Estimated Expense Ratio: 0.378% 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 | $47,933 | $18,480 | — | — | — |
| 2023 | $29,164 | $5,994 | — | — | — |
| 2022 | $28,326 | $2,794 | — | — | $10,700 |