Plan Snapshot
- Plan Sponsor: Crown Poly, INC.
- Sponsor EIN: 954343903
- Sponsor Address: 5700 BICKETT ST., HUNTINGTON PARK, CA, 90255
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $22.1M
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 | 360 | $22.1M | $698,692 | $1.2M |
| 2023 | 361 | $20.6M | $641,602 | $1.2M |
| 2022 | 342 | $17.3M | $560,591 | $1.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $56,618 | — | $56,618 |
| NAYLOR CAPITAL LLC | INVESTMENT/FINANCIAL ADVI | $25,017 | — | $25,017 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,635
- Estimated Expense Ratio: 0.369% 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 | $81,635 | $25,017 | — | — | — |
| 2023 | $67,913 | $25,000 | — | — | — |
| 2022 | $67,913 | — | — | — | — |