Plan Snapshot
- Plan Sponsor: Crowley Holdings INC.
- Sponsor EIN: 510667862
- Sponsor Address: 9487 REGENCY SQUARE BOULEVARD, JACKSONVILLE, FL, 32225
- Plan Type: 401(k)
- Total Participants: 1,548
- Total Assets: $410.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,548 | $410.6M | $11.4M | $18.4M |
| 2023 | 1,837 | $375.1M | $11.8M | $18.4M |
| 2022 | 1,806 | $312.6M | $9.9M | $15.8M |
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 |
|---|---|---|---|---|
| CAPITAL RESEARCH & CONSULTING LLC | INVESTMENT ADVISOR | $161,767 | — | $161,767 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $147,818 | — | $147,818 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,585
- Estimated Expense Ratio: 0.075% 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 | $225,216 | $212,627 | — | — | — |
| 2023 | $130,749 | $144,683 | $1,200 | — | — |
| 2022 | $132,931 | $98,112 | — | — | — |