Plan Snapshot
- Plan Sponsor: Crossroads Youth & Family Services, INC.
- Sponsor EIN: 731254978
- Sponsor Address: 1333 WEST MAIN 2ND FLOOR, NORMAN, OK, 73069
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $4.9M
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 | 238 | $4.9M | $193,658 | $259,869 |
| 2023 | 188 | $4.0M | $181,473 | $229,119 |
| 2022 | 198 | $3.2M | $154,783 | $200,373 |
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 |
|---|---|---|---|---|
| CROSSROADS YOUTH AND FAMILY SERVICE | Other Service Provider | $53,000 | — | $53,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,000
- Estimated Expense Ratio: 1.075% 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 | $54,975 | — | — | — | — |
| 2023 | $1,963 | — | — | — | — |
| 2022 | $5,105 | — | $5,105 | — | — |