# Crown Equipment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/crown-equipment-corporation-401k-plan

> Crown Equipment Corporation's 401(k) plan: 13,821 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/brady-ware-and-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|—|—|—|—|

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