Plan Snapshot
- Plan Sponsor: Crowther Roofing And Sheet Metal Of Florida, INC.
- Sponsor EIN: 650653836
- Sponsor Address: 2543 ROCKFILL ROAD, FORT MYERS, FL, 33916
- Plan Type: 401(k)
- Total Participants: 734
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 734 | $7.5M | $42,692 | $517,355 |
| 2023 | 717 | $6.9M | $48,422 | $484,219 |
| 2022 | 515 | $6.2M | $49,467 | $494,675 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $42,876 | — | $42,876 |
| EVERHART FINANCIAL GROUP INC | Investment Advisor | $22,185 | — | $22,185 |
| PLANNED RETIREMENT CONSULTANTS & AD | Other Service Provider | $1,892 | $4,624 | $6,516 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,577
- Estimated Expense Ratio: 0.951% 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 | $874,343 | — | $44,090 | — | — |
| 2023 | $738,130 | — | $35,146 | — | — |
| 2022 | $34,935 | — | $34,935 | — | — |