Plan Snapshot
- Plan Sponsor: Crown Castle INC.
- Sponsor EIN: 760470458
- Sponsor Address: 8020 KATY FREEWAY, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5,916
- Total Assets: $1.3B
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. |
|---|---|---|---|---|
| 2025 | 5,916 | $1.3B | $0 | $0 |
| 2024 | 3,947 | $1.1B | $51.6M | $52.0M |
| 2023 | 4,745 | $1.1B | $62.5M | $60.4M |
| 2022 | 5,302 | $918.8M | $62.6M | $56.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $176,093 | — | $176,093 |
| OPTIMA CAPITAL MANAGEMENT LLC | Other Service Provider | $28,486 | — | $28,486 |
| ASSETMARK INC | Other Service Provider | $26,716 | — | $26,716 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $22,892 | — | $22,892 |
| ROCKWOOD WEALTH MANAGEMENT LLC | Other Service Provider | $18,194 | — | $18,194 |
| FISHER INVESTMENTS | Other Service Provider | $17,255 | — | $17,255 |
| STEELPEAK WEALTH LLC | Other Service Provider | $7,891 | — | $7,891 |
| DS WEALTH ADVISORS INC | Other Service Provider | $6,482 | — | $6,482 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $5,407 | — | $5,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,416
- Estimated Expense Ratio: 0.024% 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 |
|---|---|---|---|---|---|
| 2025 | $106,341,926 | $271,752 | — | — | — |
| 2024 | $268,458 | $219,601 | — | — | — |
| 2023 | $243,625 | $181,587 | — | — | — |
| 2022 | $208,178 | $99,204 | — | — | — |