Plan Snapshot
- Plan Sponsor: Croton Holding Company
- Sponsor EIN: 461362966
- Sponsor Address: 8199 MCKNIGHT ROAD, PITTSBURGH, PA, 15237
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 559 | $4.3M | $94,861 | $485,769 |
| 2023 | 505 | $3.9M | $85,550 | $442,348 |
| 2022 | 562 | $3.0M | $79,160 | $411,461 |
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 |
|---|---|---|---|---|
| DEFINITI | RECORDKEEPER | $10,875 | — | $10,875 |
| LALLY & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LALLY & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,875
- Estimated Expense Ratio: 0.255% 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 | $10,875 | — | — | — | — |
| 2023 | $14,251 | — | — | — | — |
| 2022 | $11,780 | — | — | — | — |