Plan Snapshot
- Plan Sponsor: Crisil Irevna Us LLC (Formerly Known As Greenwich Associates LLC)
- Sponsor EIN: 061090996
- Sponsor Address: 6 HIGH RIDGE PARK, STAMFORD, CT, 06905
- Plan Type: DC
- Total Participants: 157
- Total Assets: $98.1M
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 | 157 | $98.1M | $807,225 | $1.9M |
| 2023 | 135 | $89.9M | $965,730 | $2.0M |
| 2022 | 146 | $77.9M | $818,890 | $1.8M |
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 | $31,813 | — | $31,813 |
| KNAV CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KNAV CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,813
- Estimated Expense Ratio: 0.032% 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 | $34,806 | $2,993 | — | — | — |
| 2023 | $37,706 | $3,230 | — | — | — |
| 2022 | $40,480 | $1,356 | — | — | — |