Plan Snapshot
- Plan Sponsor: Crye-Leike, INC.
- Sponsor EIN: 620989110
- Sponsor Address: 6525 QUAIL HOLLOW ROAD, SUITE 100, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 609 | $13.5M | $50 | $1.2M |
| 2023 | 567 | $11.2M | $272,428 | $1.2M |
| 2022 | 605 | $11.2M | $265,222 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,994 | — | $49,994 |
| REGIONS BANK | ADVISOR | $37,985 | — | $37,985 |
| THE MARSTON GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- THE MARSTON GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,979
- Estimated Expense Ratio: 0.650% 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 | $87,979 | $37,985 | — | — | — |
| 2023 | $108,862 | $40,117 | — | — | — |
| 2022 | $110,524 | — | — | — | — |