Plan Snapshot
- Plan Sponsor: Crown Auto Dealerships, INC.
- Sponsor EIN: 591235420
- Sponsor Address: 6001 34TH ST. NORTH, ST. PETESBURG, FL, 33714
- Plan Type: 401(k)
- Total Participants: 1,273
- Total Assets: $56.0M
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 | 1,273 | $56.0M | $1.1M | $6.3M |
| 2023 | 1,200 | $49.6M | $1.1M | $5.5M |
| 2022 | 1,188 | $41.9M | $943,737 | $5.3M |
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 |
|---|---|---|---|---|
| PENSION FINANCIAL SERVICES | Other Service Provider | $53,696 | — | $53,696 |
| NATIONWIDE SECURITIES LLC - IA | Other Service Provider | $14,978 | — | $14,978 |
| IRON-FO FID | Other Service Provider | $12,921 | — | $12,921 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,595
- Estimated Expense Ratio: 0.146% 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 | $77,782 | — | $77,782 | — | — |
| 2023 | $348,036 | — | $348,036 | — | — |
| 2022 | $330,401 | — | — | — | $330,401 |