Plan Ledger DOL Form 5500 · updated monthly

Cr&R Incorporated401(k)

CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN · STANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Cr&R Incorporated reported $147,659 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $952 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 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,892nd-largest of 9,483 plans among California employers on file, and the 323rd of 2,534 in administrative & support services. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has shrunk from 1,195 to 816 since 2022.

Plan summary
Net assets, end of year$45,974,261
Participants with balances1,017
Active participants816
Employer contributions$777,200
Employee contributions$2,766,959
Employer contribution per active participant$952
Average account balance$45,206
Benefits paid to participants$6,692,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.0M · 1,017 accts · $777K emplr
2023$43.4M · 783 accts · $701K emplr
2022$38.6M · 883 accts · $859K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,411
Investment management$30,000
Audit (IQPA)$21,248
Total administrative$147,659
The Cr&R Incorporated 401(k) match · 2024
Employer contribution per active participant$952
Median for plans this size$2,416
2024$952 per active participant
2023$861 per active participant
2022$719 per active participant

Cr&R Incorporated's 2024 employer contribution ran below the $2,416 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
JPMORGAN INVEST HOLDINGS LLC$96,411
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,000
WRIGHT FORD YOUNG & CO · Accounting / audit$21,248

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$147,659 · 0.33%
2023$133,699 · 0.33%
2022$131,019 · 0.32%
Same employer
Similar plansAdministrative & Support Services · California
Greenwaste Recovery, Inc. CA$61.8M · 0.40%
Ati Payroll Services, LLC CA$55.6M · 0.25%
Family Tree Service, Inc. CA$46.6M · 0.04%
E.J.Harrison & Sons, Inc. CA$45.8M · 0.35%
Chipton-Ross, Inc. CA$44.4M · 0.31%
Backroads, Inc. CA$44.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952316878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.