Plan Snapshot
- Plan Sponsor: Crystal Run Healthcare Physicians, LLP
- Sponsor EIN: 133843560
- Sponsor Address: 9900 BREN ROAD EAST, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 2,100 | $194.9M | $974,263 | $13.4M |
| 2022 | 2,145 | $180.2M | $941,997 | $13.1M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | INVESTMENT ADVISOR | $437,542 | — | $437,542 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $398,912 | — | $398,912 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — INVESTMENT ADVISOR
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $836,454
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 | $72,137 | $38,874 | — | — | — |
| 2023 | $418,227 | $218,771 | — | — | — |
| 2022 | $405,746 | — | — | — | — |