Plan Ledger DOL Form 5500 · updated monthly

Crown Point Enterprises Inc401(k)

CROWN POINT ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST · EIGHTY FOURT, PA · plan year 2023

Reported admin expense ratio · 2023
1.15%

Crown Point Enterprises Inc reported $13,036 in plan administrative expenses for 2023: 1.15% 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 has held roughly steady near 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,491st of 3,651), and 11,180th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,204,959
Participants with balances88
Active participants89
Employer contributions—
Employee contributions$73,443
Employer contribution per active participant—
Average account balance$13,693
Benefits paid to participants$103,415
Plan auditUnmodified (clean) audit opinion
AuditorGUTHRIE, BELCZYK & ASSOCIATES, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$1.2M · 88 accts
2022$1.1M · 155 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,103
Investment management$10,933
Total administrative$13,036
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
M2B RETIREMENT CONSULTING LLC · Contract administrator$1,851
ENVESTNET RETIREMENT SOLUTIONS, LLC · Investment advisory (plan)$31
LPL FINANCIAL LLCindirect comp

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

Administrative cost history2
2023$13,036 · 1.15%
2022$14,061 · 1.19%
Similar plansProfessional & Technical Services · Pennsylvania
Sallus Retirement LLC PA$1.3M · 0.31%
The Eric Ryan Corporation PA$1.3M · 0.03%
PA Options for Wellness PA$1.3M · 0.86%
Brandyourself.com, Inc. PA$1.1M · 0.25%
Horizon Hospitality PA$1.0M · 0.02%
Respitech Medical Inc PA$883K · 1.80%
McMahon Associates, Inc. PA$798K · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251575867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.