# Crowley Webb And Associates, INC 401(k) Plan
Source: https://planprovider.pro/companies/crowley-webb-and-associates-inc-401k-plan

> Crowley Webb And Associates, INC's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crowley Webb And Associates, INC

- **Sponsor EIN:** 161281496

- **Sponsor Address:** 268 MAIN STREET, BUFFALO, NY, 14202

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

- **Total Participants:** 128

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|128|$10.7M|$181,435|$915,503|

| 2023|143|$10.5M|$202,702|$950,809|

| 2022|140|$9.2M|$189,500|$859,361|

## 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|

| ADP, INC.|RECORD KEEPER|$24,608|—|$24,608|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$23,067|$423|$23,490|

| LUMSDEN & MCCORMICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LUMSDEN & MCCORMICK LLP](https://planprovider.pro/provider/lumsden-and-mccormick-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,098

- **Estimated Expense Ratio:** 0.449% 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|$47,676|$45,536|—|—|—|

| 2023|$49,369|$21,013|—|—|—|

| 2022|$44,769|—|—|—|—|

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