Plan Snapshot
- Plan Sponsor: Crowley Fleck Pllp
- Sponsor EIN: 810122795
- Sponsor Address: 490 NORTH 31ST STREET SUITE 500, BILLINGS, MT, 59101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 310
- Total Assets: $124.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 310 | $124.4M | $0 | $0 |
| 2024 | 234 | $109.6M | $4.7M | $1.9M |
| 2023 | 225 | $97.5M | $4.5M | $1.9M |
| 2022 | 233 | $86.2M | $5.0M | $1.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Other Service Provider | $76,397 | — | $76,397 |
| FIRST INTERSTATE WEALTH MGT. | Other Service Provider | $48,389 | — | $48,389 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $20,502 | — | $20,502 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,288
- Estimated Expense Ratio: 0.117% 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 | $9,481,972 | $96,899 | — | — | — |
| 2024 | $186,861 | $135,918 | — | — | — |
| 2023 | $168,018 | $108,809 | — | — | — |
| 2022 | $173,215 | — | — | — | — |