Plan Ledger DOL Form 5500 · updated monthly

Crisis Preparation and Recovery, Inc.401(k)

CPR 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.54%

Crisis Preparation and Recovery, Inc. reported $66,352 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% 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 2 years on file its reported administrative ratio rose from 0.44% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 488th-largest of 1,285 plans among Arizona employers on file, and the 4,899th of 11,911 in health care & social assistance. active participation has shrunk from 261 to 222 since 2022.

Plan summary
Net assets, end of year$13,044,576
Participants with balances358
Active participants222
Employer contributions—
Employee contributions$1,229,260
Employer contribution per active participant—
Average account balance$36,437
Benefits paid to participants$1,089,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 358 accts
2023$11.5M · 331 accts
2022$10.1M · 338 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,352
Total administrative$66,352
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
LINCOLN NATIONAL CORPORATION · Recordkeeping$55,939
JULY BUSINESS SERVICES · Recordkeeping$9,238
SUNWEST PENSIONS · Loan processing$1,175

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

Recordkeeper by year2
2024July Business Services, Lincoln Financial
2023Lincoln Financial

This plan has changed recordkeepers within these filings. If you left Crisis Preparation and Recovery, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$66,352 · 0.54%
2023$48,124 · 0.45%
2022$46,826 · 0.44%
All plans at this employer2
CPR 401(K) PLAN401(k)
CRISIS PREPARATION AND RECOVERY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Visonquest National, LTD. AZ$14.0M · 1.00%
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Southwest Network, Inc. AZ$13.3M · 0.56%
Hacienda, Inc. AZ$12.9M · 0.92%
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La Paz Regional Hospital AZ$12.4M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421528589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.