Plan Snapshot
- Plan Sponsor: Henry Crown & Company S LLC
- Sponsor EIN: 362123962
- Sponsor Address: 222 N LASALLE ST STE 1000, CHICAGO, IL, 60601
- Plan Type: DB
- Total Participants: 302
- Total Assets: $159.0M
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 | 302 | $159.0M | $0 | $0 |
| 2023 | 272 | $144.3M | $0 | $0 |
| 2022 | 261 | $130.5M | $0 | $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 |
|---|---|---|---|---|
| SELECT EQUITY GROUP LP | INVEST ADVISOR | $313,666 | — | $313,666 |
| SILCHESTER INTERNATIONAL INVESTORS | INVEST ADVISOR | $284,291 | — | $284,291 |
| MERCER | ACTUARY | $279,759 | — | $279,759 |
| HARRIS ASSOCIATES L.P. | INVEST ADVISOR | $222,504 | $23,423 | $245,927 |
| NEUBERGER BERMAN, LLC | INVEST ADVISOR | $150,199 | — | $150,199 |
| LYRICAL ASSET MANAGEMENT | INVEST ADVISOR | $97,637 | — | $97,637 |
| THE NORTHERN TRUST COMPANY | TRUSTEE | $88,554 | — | $88,554 |
| PRICEWATERHOUSECOOPERS LLP | AUDITOR | $40,500 | — | $40,500 |
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: $1,500,533
- Estimated Expense Ratio: 0.944% 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 | $1,551,328 | $1,080,643 | — | $40,500 | — |
| 2023 | $1,536,500 | $1,006,560 | — | $40,500 | — |
| 2022 | $1,331,055 | $984,240 | -$76,537 | — | $339,136 |