Plan Snapshot
- Plan Sponsor: Crooker Construction, L.L.C.
- Sponsor EIN: 010262313
- Sponsor Address: PO BOX 5001 RTE 196, TOPSHAM, ME, 04086
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $15.6M
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 | 167 | $15.6M | $602,790 | $797,357 |
| 2023 | 163 | $16.1M | $587,407 | $759,274 |
| 2022 | 175 | $14.5M | $503,111 | $659,506 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | OTHER | $36,721 | — | $36,721 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $22,493 | — | $22,493 |
| CROOKER CONSTRUCTION LLC | OTHER | $17,659 | — | $17,659 |
| DOWNEAST PENSION SERVICES, INC. | TPA | $11,565 | — | $11,565 |
| LAUREN COREY CONSULTING, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAUREN COREY CONSULTING, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,438
- Estimated Expense Ratio: 0.565% 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 | $87,688 | — | $87,688 | — | — |
| 2023 | $64,800 | — | $64,800 | — | — |
| 2022 | $59,161 | — | $59,161 | — | — |