Plan Ledger DOL Form 5500 · updated monthly

Crowley Fleck Pllp401(k)

CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST · BILLINGS, MT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Crowley Fleck Pllp reported $186,861 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $20,180 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 0.181%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 14th-largest of 229 plans among Montana employers on file, and the 1,384th of 11,654 in professional & technical services. In 2024, the employer put in $2.49 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$109,564,275
Participants with balances282
Active participants234
Employer contributions$4,722,003
Employee contributions$1,896,759
Employer contribution per active participant$20,180
Average account balance$388,526
Benefits paid to participants$6,273,241
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.6M · 282 accts · $4.7M emplr
2023$97.5M · 284 accts · $4.5M emplr
2022$86.2M · 300 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,943
Investment management$135,918
Total administrative$186,861
The Crowley Fleck Pllp 401(k) match · 2024
Employer contribution per active participant$20,180
Median for plans this size$3,635
2024$20,180 per active participant
2023$20,176 per active participant
2022$21,356 per active participant

Crowley Fleck Pllp's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$50,943
FIRST INTERSTATE WEALTH MANAGEMENT$112,287
EMPOWER ADVISORY GROUP, LLC · Investment management$17,509
MORGAN STANLEY · Investment advisory (plan)$6,122

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$186,861 · 0.18%
2023$168,018 · 0.18%
2022$173,215 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Montana
Washington Companies MT$417.8M · 0.09%
Electrical Consultants, Inc. MT$142.9M · 0.16%
Cushing Terrell MT$91.6M · 0.24%
Morrison-Maierle, Inc. MT$77.1M · 0.05%
IMAGINE360 Services LLC MT$44.9M · 0.23%
Zoot Enterprises Inc MT$42.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810122795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.