# J.A. Croson, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-a-croson-llc-401k-plan

> J.A. Croson, LLC's 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.A. Croson, LLC

- **Sponsor EIN:** 200751984

- **Sponsor Address:** 31550 CR-437, SORRENTO, FL, 32776

- **Plan Type:** 401(k)

- **Total Participants:** 198

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|198|$4.1M|$30,931|$265,519|

| 2023|251|$3.0M|$34,812|$264,696|

| 2022|286|$2.7M|$40,534|$315,767|

## 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|

| BERMAN HOPKINS WRIGHT & LAHAM CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERMAN HOPKINS WRIGHT & LAHAM CPAS](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$45,334|$16,092|—|—|—|

| 2023|$28,192|$13,159|—|—|—|

| 2022|$28,894|$11,895|$16,999|—|—|

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