Plan Snapshot
- Plan Sponsor: Crosby Us Acquisition Corp
- Sponsor EIN: 463917668
- Sponsor Address: 2801 DAWSON ROAD, TULSA, OK, 74110
- Plan Type: 401(k)
- Plan Number: 019
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $839 | $0 |
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 |
|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | Recordkeeper | — | $14,304 | $14,304 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $13,500 | — | $13,500 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | — | $8,297 | $8,297 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,101
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 | $13,700 | — | $13,700 | — | — |