Plan Snapshot
- Plan Sponsor: Crown Equipment Corporation
- Sponsor EIN: 344412691
- Sponsor Address: 44 S. WASHINGTON STREET, NEW BREMEN, OH, 45869
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,559
- Total Assets: $503.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,559 | $503.2M | $0 | $0 |
| 2023 | 1,693 | $487.0M | $6.0M | $0 |
| 2022 | 1,827 | $447.1M | $6.0M | $0 |
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 |
|---|---|---|---|---|
| LGMI AMERICA | Other Service Provider | $242,902 | — | $242,902 |
| DELOITTE | Other Service Provider | $238,667 | — | $238,667 |
| CLEARSTEAD | Other Service Provider | $152,785 | — | $152,785 |
| T ROWE PRICE | Other Service Provider | $102,873 | — | $102,873 |
| FIFTH THIRD BANK | Other Service Provider | $98,329 | — | $98,329 |
| PNC | Other Service Provider | $80,725 | — | $80,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $916,281
- Estimated Expense Ratio: 0.182% 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 | $1,417,908 | $632,735 | $179,054 | $23,850 | — |
| 2023 | $1,217,625 | $564,935 | $70,887 | — | — |
| 2022 | $2,227,194 | $551,583 | — | — | $469,518 |