Plan Ledger DOL Form 5500 · updated monthly

Crestview Management LLC401(k)

COLUMBIA SUSSEX 401(K) PLAN · CRESTVIEW HILLS, KY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Crestview Management LLC reported $110,673 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $420 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 rose from 0.01% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 90th-largest of 871 plans among Kentucky employers on file, and the 89th of 2,240 in accommodation & food services. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 3,367 to 4,200 since 2022.

Plan summary
Net assets, end of year$93,460,599
Participants with balances1,932
Active participants4,200
Employer contributions$1,765,247
Employee contributions$4,384,710
Employer contribution per active participant$420
Average account balance$48,375
Benefits paid to participants$10,856,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$93.5M · 1,932 accts · $1.8M emplr
2023$85.0M · 2,000 accts · $1.6M emplr
2022$71.7M · 2,003 accts · $672K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,597
Investment management$38,076
Total administrative$110,673
The Crestview Management LLC 401(k) match · 2024
Employer contribution per active participant$420
Median for plans this size$3,635
2024$420 per active participant
2023$430 per active participant
2022$200 per active participant

Crestview Management LLC'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$72,597
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$38,076

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$110,673 · 0.12%
2023$22,975 · 0.03%
2022$11,817 · 0.01%
Same employer
Similar plansAccommodation & Food Services · Kentucky
Yum Brands, Inc. KY$1.1B · 0.12%
Manna, Inc. KY$29.6M · 0.26%
Aljsco Management LLC. KY$15.4M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 852570407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.