Plan Snapshot
- Plan Sponsor: Croman Corporation
- Sponsor EIN: 930593890
- Sponsor Address: 801 AVENUE C, WHITE CITY, OR, 97503
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 133
- Total Assets: $10.8M
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. |
|---|---|---|---|---|
| 2025 | 133 | $10.8M | $0 | $0 |
| 2024 | 85 | $8.5M | $910,657 | $612,306 |
| 2023 | 101 | $7.4M | $609,257 | $464,042 |
| 2022 | 104 | $6.1M | $486,274 | $505,640 |
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 |
|---|---|---|---|---|
| ONEDIGITAL | Other Service Provider | $43,828 | — | $43,828 |
| BAKER TILLY US, LLP | Other Service Provider | $19,747 | — | $19,747 |
| JOHN HANCOCK | Other Service Provider | $19,666 | — | $19,666 |
| NORTHWEST RETIREMENT PLANS INC | Other Service Provider | $9,160 | — | $9,160 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,401
- Estimated Expense Ratio: 0.854% 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 |
|---|---|---|---|---|---|
| 2025 | $474,507 | $43,024 | $9,160 | $19,747 | — |
| 2024 | $71,294 | $28,313 | $4,175 | $20,475 | — |
| 2023 | $74,841 | $31,463 | $13,664 | $18,795 | — |
| 2022 | $73,121 | $30,992 | $17,397 | — | $24,732 |