Plan Ledger DOL Form 5500 · updated monthly

Crown Capital Mgmt LLC401(k)

CROWN COMPANIES 401(K) PLAN · SARASOTA, FL · plan year 2022

Reported admin expense ratio · 2022
1.88%

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

Crown Capital Mgmt LLC reported $8,271 in plan administrative expenses for 2022: 1.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $253 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (3,497th of 3,644), and 5,226th of 5,337 in construction. In 2022, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$482,831
Participants with balances53
Active participants324
Employer contributions$81,922
Employee contributions$117,182
Employer contribution per active participant$253
Average account balance$9,110
Benefits paid to participants$79,504
Plan auditUnmodified (clean) audit opinion
The Crown Capital Mgmt LLC 401(k) match · 2022
Employer contribution per active participant$253
Median for plans this size$331

Crown Capital Mgmt LLC's 2022 employer contribution ran below the $331 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,271 · 1.88%
Same employer
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Stage Door II, Inc. FL$633K · 0.27%
Go-Tilt Construction LLC FL$618K · 0.48%
Es Windows LLC FL$486K · 0.63%
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S.T.D. Enterprises Inc FL$154K · 3.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461401268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.