Plan Ledger DOL Form 5500 · updated monthly

Crs Hardware CorporationESOP

CRS HARDWARE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · MISSOULA, MT · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Crs Hardware Corporation reported $2,165 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,890 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 1 year on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Montana (125th of 229), and the 2,480th of 5,215 in retail trade.

Plan summary
Net assets, end of year$10,821,451
Participants with balances142
Active participants135
Employer contributions$1,200,130
Employee contributions—
Employer contribution per active participant$8,890
Average account balance$76,207
Benefits paid to participants$877,473
Plan auditUnmodified (clean) audit opinion
AuditorACG, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$-56K · 164 accts · $1.3M emplr
2023$10.8M · 142 accts · $1.2M emplr
2022$9.6M · 144 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,165
Total administrative$2,165
Employer contributions to the Crs Hardware Corporation plan · 2023
Employer contribution per active participant$8,890
Median for plans this size$2,440
2024$9,768 per active participant
2023$8,890 per active participant

Crs Hardware Corporation's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$725 · 0.01%
2023$2,165 · 0.02%
2022Not separately reported
All plans at this employer2
CRS HARDWARE CORPORATION D.B.A. MONTANA ACE HARDWARE SAVINGS & PROFIT SHARING PLAN401(k)
CRS HARDWARE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansRetail Trade · Montana
The Bretz Companies Inc. MT$13.0M · 0.15%
Good Food Store, Inc. MT$11.6M · 0.19%
Western Building Center MT$11.5M · 0.81%
Simkins-Hallin, Inc. MT$10.9M · 0.49%
Bretz, Inc. MT$9.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362744261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.