Plan Ledger DOL Form 5500 · updated monthly

C.R. England, Inc.401(k)

C. R. ENGLAND, INC. PROFIT SHARING · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

C.R. England, Inc. reported $228,336 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $243 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 68th-largest of 848 plans among Utah employers on file, and the 210th of 2,677 in transportation & warehousing. In 2024, employees put in $7.93 for every $1.00 the employer contributed; active participation has grown from 5,885 to 6,763 since 2022.

Plan summary
Net assets, end of year$120,822,548
Participants with balances4,258
Active participants6,763
Employer contributions$1,646,003
Employee contributions$13,053,654
Employer contribution per active participant$243
Average account balance$28,375
Benefits paid to participants$15,406,987
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$120.8M · 4,258 accts · $1.6M emplr
2023$104.6M · 4,255 accts · $1.7M emplr
2022$84.3M · 4,740 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$163,233
Investment management$64,968
Total administrative$228,336
The C.R. England, Inc. 401(k) match · 2024
Employer contribution per active participant$243
Median for plans this size$3,635
2024$243 per active participant
2023$324 per active participant
2022$281 per active participant

C.R. England, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$163,233
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (plan)$34,894
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$30,074

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$228,336 · 0.20%
2023$277,462 · 0.29%
2022$269,345 · 0.29%
Same employer
Similar plansTransportation & Warehousing · Utah
Skywest, Inc. UT$1.7B · 0.06%
Oocl USA Inc. UT$164.2M · 0.02%
Breeze Aviation Group, Inc UT$40.7M · 0.44%
Barney Trucking, Inc. UT$18.3M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870257969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.