Plan Snapshot
- Plan Sponsor: Crosby Marketing Communications, INC.
- Sponsor EIN: 520993153
- Sponsor Address: 705 MELVIN AVE., SUITE 200, ANNAPOLIS, MD, 214011534
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 115 | $34.9M | $1.8M | $1.1M |
| 2023 | 112 | $29.2M | $1.8M | $1.0M |
| 2022 | 104 | $22.9M | $1.7M | $873,227 |
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 |
|---|---|---|---|---|
| HEIMLANTZ CPAS & ADVISORS, LLC | Auditor | — | — | $0 |
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 | $85,216 | — | $85,216 | — | — |
| 2023 | $62,978 | — | $62,978 | — | — |
| 2022 | $60,800 | — | $60,800 | — | — |