Plan Snapshot
- Plan Sponsor: Cromwell Architects Engineers, INC
- Sponsor EIN: 710349938
- Sponsor Address: 1300 E 6TH STREET, LITTLE ROCK, AR, 72202
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $29.6M
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 | 144 | $29.6M | $477,130 | $1.2M |
| 2023 | 145 | $25.6M | $467,397 | $1.1M |
| 2022 | 129 | $21.8M | $249,429 | $918,774 |
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 | $165,714 | — | $165,714 |
| STEPHENS INC. | BROKER | — | $69,391 | $69,391 |
| HCJ CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- HCJ CPAS & ADVISORS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,105
- Estimated Expense Ratio: 0.794% 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 | $165,714 | — | — | — | — |
| 2023 | $143,172 | — | — | — | — |
| 2022 | $143,403 | — | — | — | — |