Plan Snapshot
- Plan Sponsor: Crown Services, INC.
- Sponsor EIN: 311022439
- Sponsor Address: 707 PARKMEADOW ROAD, WESTERVILLE, OH, 43081
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $3.7M
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 | 194 | $3.7M | $219,088 | $342,094 |
| 2023 | 228 | $3.0M | $208,277 | $348,925 |
| 2022 | 242 | $2.3M | $154,879 | $358,296 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $35,244 | — | — | — | — |
| 2023 | $37,476 | $10,774 | $26,702 | — | — |
| 2022 | $32,209 | $10,490 | $21,719 | — | — |