Plan Snapshot
- Plan Sponsor: Crosby Tugs LLC
- Sponsor EIN: 720914194
- Sponsor Address: 17771 HIGHWAY 3235, GALLIANO, LA, 70354
- Plan Type: 401(k)
- Total Participants: 694
- Total Assets: $21.5M
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 | 694 | $21.5M | $622,393 | $1.8M |
| 2023 | 716 | $20.6M | $742,818 | $2.0M |
| 2022 | 704 | $17.6M | $605,052 | $1.8M |
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 |
|---|---|---|---|---|
| PEPPERMAN EMBOULAS SCHWARTZ & TODAR | 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 | $71,856 | — | $71,856 | — | — |
| 2023 | $84,435 | — | $84,435 | — | — |
| 2022 | $58,139 | — | $58,139 | — | — |