Plan Snapshot
- Plan Sponsor: Crowe LLP
- Sponsor EIN: 350921680
- Sponsor Address: P.O. BOX 7, SOUTH BEND, IN, 466240007
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7,442
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,442 | $1.3B | $0 | $0 |
| 2024 | 4,840 | $1.3B | $8.8M | $37.7M |
| 2023 | 5,365 | $1.2B | $29.7M | $63.4M |
| 2022 | 5,058 | $993.0M | $28.2M | $56.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP INC. | Other Service Provider | $237,435 | — | $237,435 |
| VANGUARD ADVISORS INC. | Other Service Provider | $231,927 | — | $231,927 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $23,768 | $6,105 | $29,873 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $499,235
- Estimated Expense Ratio: 0.038% 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 |
|---|---|---|---|---|---|
| 2025 | $234,702,333 | $231,927 | — | — | — |
| 2024 | $443,197 | $278,393 | — | — | — |
| 2023 | $511,559 | $303,921 | — | — | — |
| 2022 | $434,555 | $237,867 | — | — | — |