Plan Snapshot
- Plan Sponsor: Crowdstreet, INC.
- Sponsor EIN: 462977615
- Sponsor Address: 98 SAN JACINTO BLVD, SUITE 400, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $9.2M
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 | 106 | $9.2M | $123,619 | $1.4M |
| 2023 | 110 | $7.2M | $307,052 | $1.8M |
| 2022 | 190 | $5.6M | $389,540 | $2.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $6,300 | — | $6,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,300
- Estimated Expense Ratio: 0.069% 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 | $37,721 | $6,659 | — | $6,300 | — |
| 2023 | $28,747 | $4,540 | — | — | — |
| 2022 | $24,523 | $3,373 | — | — | — |