Plan Snapshot
- Plan Sponsor: Crm Rental Management, INC.
- Sponsor EIN: 160984838
- Sponsor Address: 117 W LIBERTY ST. STE. 6, ROME, NY, 13440
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 199 | $4.2M | $234,340 | $329,981 |
| 2023 | 115 | $3.5M | $196,654 | $277,356 |
| 2022 | 129 | $2.8M | $201,119 | $303,491 |
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 |
|---|---|---|---|---|
| DIMARCO, ABIUSI & PASCARELLA CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,649 | — | — | — | — |
| 2023 | $20,269 | — | — | — | — |
| 2022 | $18,874 | — | — | — | — |