Plan Snapshot
- Plan Sponsor: Crown Bakeries, LLC
- Sponsor EIN: 621643260
- Sponsor Address: 2975 ARMORY DR., NASHVILLE, TN, 37204
- Plan Type: 401(k)
- Total Participants: 1,380
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 1,380 | $25.2M | $1.7M | $2.3M |
| 2023 | 1,102 | $21.3M | $1.6M | $2.1M |
| 2022 | 1,004 | $15.8M | $1.4M | $1.9M |
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 |
|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | ADVISOR | $80,312 | — | $80,312 |
| THE VANGUARD GROUP | RECORDKEEPER | $61,131 | — | $61,131 |
| RETIREMENT PLAN CONSULTANTS | TPA | $26,098 | — | $26,098 |
| KERBER, ECK & BRAECKEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMBREE FINANCIAL GROUP — ADVISOR
- RETIREMENT PLAN CONSULTANTS — TPA
- KERBER, ECK & BRAECKEL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,541
- Estimated Expense Ratio: 0.665% 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 | $146,421 | $80,312 | — | — | — |
| 2023 | $152,120 | $60,650 | — | — | — |
| 2022 | $111,209 | $50,195 | — | — | $61,014 |