Plan Snapshot
- Plan Sponsor: Henry Crown And Company S LLC D/B/A Cc Industries, INC.
- Sponsor EIN: 362123962
- Sponsor Address: 222 N LASALLE ST STE 1000, CHICAGO, IL, 606011007
- Plan Type: DC
- Total Participants: 316
- Total Assets: $214.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 316 | $214.3M | $4.4M | $0 |
| 2023 | 290 | $232.7M | $5.0M | $0 |
| 2022 | 278 | $199.6M | $2.3M | $0 |
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 |
|---|---|---|---|---|
| HARRIS ASSOCIATES LP | INVESTMENT ADVISORY | $661,429 | $93,004 | $754,433 |
| SELECT EQUITY GROUP, LP | INVESTMENT ADVISORY | $391,853 | — | $391,853 |
| NEUBERGER & BERMAN | INVESTMENT ADVISORY | $158,347 | — | $158,347 |
| LYRICAL ASSET MANAGEMENT | INVESTMENT ADVISORY | $114,374 | — | $114,374 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,419,007
- Estimated Expense Ratio: 0.662% 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 | $1,326,003 | $1,326,003 | — | — | — |
| 2023 | $1,276,107 | $1,276,107 | — | — | — |
| 2022 | $1,227,401 | $1,227,401 | — | — | — |