Plan Snapshot
- Plan Sponsor: Crisdel Group, INC.
- Sponsor EIN: 222382970
- Sponsor Address: 220 RYAN STREET, SOUTH PLAINFIELD, NJ, 07080
- Plan Type: DC
- Plan Number: 002
- Total Participants: 153
- Total Assets: $16.6M
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 | 153 | $16.6M | $1.0M | $0 |
| 2023 | 114 | $15.4M | $809,961 | $0 |
| 2022 | 89 | $12.3M | $630,482 | $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 |
|---|---|---|---|---|
| WELLS FARGO | Investment Advisor | $167,812 | — | $167,812 |
| CHARLES SCHWAB | Investment Advisor | $25,804 | — | $25,804 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,616
- Estimated Expense Ratio: 1.165% 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 | $201,116 | — | $194,126 | — | — |
| 2023 | $728,634 | — | — | — | — |
| 2022 | $1,112,862 | — | — | — | — |