Plan Snapshot
- Plan Sponsor: Crusader Insurance Company
- Sponsor EIN: 953112004
- Sponsor Address: 5230 LAS VIRGENES RD, CALABASAS, CA, 91302
- Plan Type: DC
- Total Participants: 11
- Total Assets: $5.6M
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 | 11 | $5.6M | $37,801 | $116,912 |
| 2023 | 10 | $5.9M | $100,073 | $134,045 |
| 2022 | 20 | $6.3M | $135,878 | $228,723 |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER LLP — 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 | $1,011,275 | — | $131 | — | — |
| 2023 | $1,462,428 | — | $169 | — | — |
| 2022 | $681 | — | — | — | — |