Plan Snapshot
- Plan Sponsor: Crowne Partners, INC.
- Sponsor EIN: 631056824
- Sponsor Address: 505 20TH STREET NORTH, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 177 | $6.5M | $92,962 | $556,039 |
| 2023 | 188 | $5.7M | $87,764 | $528,716 |
| 2022 | 163 | $4.3M | $79,463 | $475,145 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, 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 | $19,321 | $6,216 | $1,600 | — | — |
| 2023 | $4,674 | $3,274 | $1,100 | — | — |
| 2022 | $5,847 | — | — | — | — |