Plan Snapshot
- Plan Sponsor: Crookham Company
- Sponsor EIN: 820186906
- Sponsor Address: PO BOX 520, CALDWELL, ID, 836060520
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 127
- Total Assets: $29.0M
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 | 127 | $29.0M | $942,773 | $749,544 |
| 2023 | 125 | $26.3M | $993,559 | $713,010 |
| 2022 | 112 | $22.7M | $1.3M | $649,303 |
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 & ASSOCIATES INC | Investment Advisor | $52,820 | — | $52,820 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $14,166 | — | $14,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,986
- Estimated Expense Ratio: 0.231% 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 | $66,974 | $52,820 | — | — | — |
| 2023 | $67,581 | $67,581 | — | — | — |
| 2022 | $62,819 | — | $62,819 | — | — |