Plan Snapshot
- Plan Sponsor: Cross Manufacturing, INC.
- Sponsor EIN: 480668545
- Sponsor Address: 11011 KING STREET, OVERLAND PARK, KS, 66210
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 104
- Total Assets: $12.8M
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. |
|---|---|---|---|---|
| 2025 | 104 | $12.8M | $0 | $0 |
| 2024 | 100 | $11.2M | $44,280 | $364,736 |
| 2023 | 102 | $10.5M | $44,248 | $383,279 |
| 2022 | 96 | $9.7M | $82,114 | $356,065 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | Investment Advisor | $42,851 | — | $42,851 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,851
- Estimated Expense Ratio: 0.335% 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 |
|---|---|---|---|---|---|
| 2025 | $730,609 | $41,175 | $1,937 | — | — |
| 2024 | $33,507 | $31,887 | $120 | — | — |
| 2023 | $36,893 | $34,406 | $260 | — | — |
| 2022 | $32,399 | $32,399 | — | — | — |