Plan Ledger DOL Form 5500 · updated monthly

Crescent Industries, Inc.401(k)

CRESCENT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN · NEW FREEDOM, PA · plan year 2024

Reported admin expense ratio · 2024
0.66%

Crescent Industries, Inc. reported $67,291 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. 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 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,244th of 3,651), and 8,581st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$10,456,743
Participants with balances150
Active participants155
Employer contributions—
Employee contributions$560,620
Employer contribution per active participant—
Average account balance$69,712
Benefits paid to participants$1,251,477
Plan auditUnmodified (clean) audit opinion
AuditorEMC CPAS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 150 accts
2023$10.0M · 158 accts
2022$8.4M · 155 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,829
Investment management$34,462
Total administrative$67,291
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
RAYMOND JAMES FIN SVCS ADVISORS · Investment advisory (plan)$34,462
BLUE RIDGE ESOP ASSOCIATES · Contract administrator$3,570

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$67,291 · 0.66%
2023$57,085 · 0.62%
2022$61,247 · 0.65%
All plans at this employer2
CRESCENT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN401(k)
CRESCENT INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Pennsylvania
Delgrosso Foods, Inc. PA$10.8M · 0.47%
Maple Donuts, Inc. PA$10.6M · 0.50%
Macinnis Group, LLC PA$10.5M · 0.46%
F.C. Young and Co., Inc. PA$10.4M · 0.62%
Hoshino (USA), Inc. PA$10.4M · 0.29%
Noah W Kreider & Sons PA$10.4M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231497579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.