Plan Snapshot
- Plan Sponsor: Cronos Usa Client Services LLC
- Sponsor EIN: 842480556
- Sponsor Address: 1950 W CORPORATE WAY, ANAHEIM, CA, 92801
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $3.2M
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 | 43 | $3.2M | $236,666 | $560,151 |
| 2023 | 47 | $2.3M | $319,136 | $659,386 |
| 2022 | 77 | $1.6M | $151,686 | $697,185 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
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 | $26,980 | — | $26,780 | — | — |
| 2023 | $16,721 | — | $16,721 | — | — |
| 2022 | $10,964 | — | $10,964 | — | — |