Plan Snapshot
- Plan Sponsor: Crs Hardware Corporation
- Sponsor EIN: 362744261
- Sponsor Address: 406 HARRIET ST, MISSOULA, MT, 59801
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $5.1M
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 | 130 | $5.1M | $0 | $256,253 |
| 2023 | 124 | $4.7M | $162,638 | $239,747 |
| 2022 | 123 | $4.1M | $176,336 | $248,233 |
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 |
|---|---|---|---|---|
| JCCS, PC | Auditor | $7,793 | — | $7,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,793
- Estimated Expense Ratio: 0.153% 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 | $35,545 | $3,558 | — | $7,793 | — |
| 2023 | $30,910 | $3,461 | — | $8,000 | — |
| 2022 | $29,316 | $2,927 | $18,889 | — | $7,500 |