Plan Snapshot
- Plan Sponsor: Crown Energy Company
- Sponsor EIN: 731482569
- Sponsor Address: 1117 NW 24TH STREET, OKLAHOMA CITY, OK, 73106
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 166 | $5.7M | $382,382 | $894,276 |
| 2023 | 149 | $4.1M | $317,651 | $750,556 |
| 2022 | 142 | $2.9M | $235,564 | $585,249 |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | NONE | $38,850 | — | $38,850 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — NONE
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,850
- Estimated Expense Ratio: 0.685% 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 | $38,850 | — | — | — | — |
| 2023 | $31,880 | — | — | — | — |
| 2022 | $40,417 | — | $29,542 | — | $10,875 |