# Crowe & Dunlevy, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/crowe-dunlevy-a-professional-corporation-401k-plan

> Crowe & Dunlevy, A Professional Corporation's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crowe & Dunlevy, A Professional Corporation

- **Sponsor EIN:** 731055796

- **Sponsor Address:** 324 N ROBINSON AVENUE SUITE 100, OKLAHOMA CITY, OK, 73102

- **Plan Type:** 401(k)

- **Total Participants:** 181

- **Total Assets:** $188.2M

## 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|181|$188.2M|$2.6M|$1.9M|

| 2023|196|$173.1M|$2.5M|$1.9M|

| 2022|208|$158.5M|$2.5M|$1.9M|

## 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|

| CAYCE WEEMS DBA WEEMS & ROBERTSON|OTHER|$45,955|—|$45,955|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$32,864|—|$32,864|

| HOGANTAYLOR LLP|OTHER|$21,650|—|$21,650|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,469

- **Estimated Expense Ratio:** 0.053% 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|$93,399|—|—|—|—|

| 2023|$86,933|—|—|—|—|

| 2022|$87,355|—|$87,355|—|—|

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