Plan Snapshot
- Plan Sponsor: Maxim Crane Works, LP
- Sponsor EIN: 251739175
- Sponsor Address: 300 DUNNING STREET, CANONSBURG, PA, 15317
- Plan Type: 401(k)
- Total Participants: 597
- Total Assets: $106.6M
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 | 597 | $106.6M | $2.0M | $4.7M |
| 2023 | 680 | $97.1M | $1.9M | $4.5M |
| 2022 | 655 | $86.8M | $1.9M | $4.4M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $101,855 | — | $101,855 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $95,247 | — | $95,247 |
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,102
- Estimated Expense Ratio: 0.185% 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 | $205,547 | $101,855 | — | — | — |
| 2023 | $169,219 | $87,921 | $81,298 | — | — |
| 2022 | $186,235 | — | $186,235 | — | — |