# Croell, INC. 401(k) Plan
Source: https://planprovider.pro/companies/croell-inc-401k-plan

> Croell, INC.&#39;s 401(k) plan: 1,053 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Croell, INC.

- **Sponsor EIN:** 421029170

- **Sponsor Address:** 2010 KENWOOD AVENUE, NEW HAMPTON, IA, 50659

- **Plan Type:** 401(k)

- **Total Participants:** 1,053

- **Total Assets:** $50.7M

## 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|1,053|$50.7M|$1.1M|$4.3M|

| 2023|920|$41.8M|$966,503|$3.8M|

| 2022|869|$33.9M|$822,265|$3.3M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN|NONE|$152,548|—|$152,548|

| L.M.KOHN & COMPANY|NONE|$58,547|—|$58,547|

| PARADIGM BENEFITS LLC|NONE|$27,415|—|$27,415|

| BERGANKDV, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN](https://planprovider.pro/provider/john-hancock) — NONE

- [BERGANKDV, LTD](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $238,510

- **Estimated Expense Ratio:** 0.471% 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|$152,549|$6,921|$145,628|—|—|

| 2023|$132,055|$5,738|$126,317|—|—|

| 2022|$121,912|$3,995|$117,917|—|—|

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