Plan Snapshot
- Plan Sponsor: Crosscheck, INC.
- Sponsor EIN: 680002483
- Sponsor Address: 1440 N MCDOWELL BOULEVARD, PETALUMA, CA, 949546515
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 123 | $18.5M | $300,444 | $777,496 |
| 2023 | 144 | $17.5M | $288,317 | $827,245 |
| 2022 | 142 | $16.0M | $288,989 | $818,511 |
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 |
|---|---|---|---|---|
| JOCELYN PENSION CONSULTING, LLC | NONE | $13,081 | — | $13,081 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,081
- Estimated Expense Ratio: 0.071% 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 | $69,600 | $56,520 | $13,080 | — | — |
| 2023 | $63,544 | $54,464 | — | — | — |
| 2022 | $65,724 | — | — | — | $65,724 |