Plan Snapshot
- Plan Sponsor: Crown Castle INC.
- Sponsor EIN: 760470458
- Sponsor Address: 8020 KATY FREEWAY, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 3,947
- Total Assets: $1.1B
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 | 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 | NONE | $157,094 | — | $157,094 |
| FISHER INVESTMENTS | NONE | $27,708 | — | $27,708 |
| ABOUND WEALTH MANAGEMENT LLC | NONE | $11,814 | — | $11,814 |
| MORNINGSTAR INVESTMENT SERVICE | NONE | $10,824 | — | $10,824 |
| DINUZZO PRIVATE WEALTH INC | NONE | $9,702 | — | $9,702 |
| SEVEN HILLS FINANCIAL LLC | NONE | $8,876 | — | $8,876 |
| ROCKWOOD WEALTH MANAGEMENT LLC | NONE | $6,280 | — | $6,280 |
| STEELPEAK WEALTH LLC | NONE | $6,142 | — | $6,142 |
| OPTIMA CAPITAL MANAGEMENT LLC | NONE | $5,935 | — | $5,935 |
| CHARLES SCHWAB & CO., INC. | NONE | $5,283 | — | $5,283 |
| BDO USA, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- FISHER INVESTMENTS — NONE
- ABOUND WEALTH MANAGEMENT LLC — NONE
- STEELPEAK WEALTH LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- BDO USA, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,658
- Estimated Expense Ratio: 0.022% 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 | $268,458 | $219,601 | — | — | — |
| 2023 | $243,625 | $181,587 | — | — | — |
| 2022 | $208,178 | $99,204 | — | — | — |