# Crown Auto Dealerships, INC. 401(k) Plan
Source: https://planprovider.pro/companies/crown-auto-dealerships-inc-401k-plan

> Crown Auto Dealerships, INC.&#39;s 401(k) plan: 1,273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/crown-auto-dealerships-inc-401k-plan)

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