Plan Snapshot
- Plan Sponsor: Crown Equipment Corporation
- Sponsor EIN: 344412691
- Sponsor Address: 44 S WASHINGTON STREET, NEW BREMEN, OH, 45869
- Plan Type: 401(k)
- Total Participants: 13,821
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 13,821 | $1.3B | $42.9M | $74.2M |
| 2023 | 13,043 | $1.1B | $38.9M | $66.6M |
| 2022 | 11,539 | $901.3M | $29.6M | $56.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $939,922 | — | $939,922 |
| CLEARSTEAD ADVISORS, LLC | CONSULTANT | $120,000 | — | $120,000 |
| BRADY, WARE & SCHOENFELD, INC. | ACCOUNTANT | $19,500 | — | $19,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE & SCHOENFELD, INC. — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,079,422
- Estimated Expense Ratio: 0.085% 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 | $1,079,422 | $120,000 | — | $19,500 | — |
| 2023 | $927,386 | — | — | $17,800 | — |
| 2022 | $811,481 | — | — | — | — |